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Friday, November 18, 2011

Daily Alert: Economy


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November 18, 2011
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MORGAN STANLEY: Shifting European Spreads Indicate A Dark New Twist In The Crisis MORGAN STANLEY: Shifting European Spreads Indicate A Dark New Twist In The Crisis
by Joe Weisenthal on Nov 17, 2011, 7:21 PM
Now people are just dumping European assets altogether.


Everyone Is Still Looking Past The Gorilla In The Room Everyone Is Still Looking Past The Gorilla In The Room
by Simon Black on Nov 17, 2011, 12:59 PM
The American debt crisis.


The Most Bullish Trend In The Economy Right Now... The Most Bullish Trend In The Economy Right Now...
by Joe Weisenthal on Nov 17, 2011, 5:20 PM
It's really hard to see how we're going into a recession.


Holy Cow, The Italian Economy Is Crumbling Holy Cow, The Italian Economy Is Crumbling
by Joe Weisenthal on Nov 18, 2011, 4:36 AM
Massive weakening in the data.


Here's What Happens If The ECB Monetizes Eurozone Debt Here's What Happens If The ECB Monetizes Eurozone Debt
by Global Macro Monitor on Nov 17, 2011, 11:07 PM
The euro has been surprisingly strong lately.


WHOOPS: Philly Fed Survey MISSES Expectations, Falling To 3.6 WHOOPS: Philly Fed Survey MISSES Expectations, Falling To 3.6
by Joe Weisenthal on Nov 17, 2011, 10:00 AM
Analysts expect a positive 9.0 rating.


SocGen Explains How Income Inequality Is A Growth Killer SocGen Explains How Income Inequality Is A Growth Killer
by Gus Lubin on Nov 18, 2011, 7:09 AM
"The 99% do have a point."


Suddenly, People Are Getting Really Optimistic For The Next Jobs Report Suddenly, People Are Getting Really Optimistic For The Next Jobs Report
by Joe Weisenthal on Nov 18, 2011, 5:57 AM
America's going back to work.


This Chart Shows Why SocGen Is Broadly Below Consensus On The Entire World This Chart Shows Why SocGen Is Broadly Below Consensus On The Entire World
by Gus Lubin on Nov 18, 2011, 7:55 AM
Lots of big black swans.


DEUTSCHE BANK'S LaVORGNA: The Consumer Is Back DEUTSCHE BANK'S LaVORGNA: The Consumer Is Back
by Simone Foxman on Nov 17, 2011, 10:47 AM
Screw the bears.


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