Real GDP for the Fourth Quarter Revised Up, GDI Jumps
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The BEA revised fourth-quarter GDP from +3.2 Percent to +3.4 percent. Real
GDI was a whopping +4.8 percent but discrepancies remain and charts tell a
bette...
2023-05-26
1999 All Over Again?
I started looking at rabbit years because for some reason they have a 12-year pattern of alternating boom-bust, and I've been thinking about how AI is like the 1999 New Economy, and then I looked into the Fed's liquidity pump and...Oops They Did It Again: Fed Repeats 1999
2023-05-24
Troubles in China: Developers Going Down, Province Needs a Bailout
Here we are again, at the starting line for a crisis: Chinese Developers Going Down Like Dominoes
2023-05-22
2023-05-17
More Important Than the Dollar
Everyone is focused on the dollar most of the time and they're right to.
If the yen weakens much further though, it is going to become the story.
2023-05-02
A Look at East Asia Via AUD
I'm not predicting AUD strength, but I look at charts of AUD crosses and wonder. With the RBA relatively hawkish, what if AUD loses less than expected in a USD rally? Many charts would break bullishly for both AUD and by implication, USD should USDAUD be also climbing. RBA Surprise Rate Hike
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