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Economics, Policy & Financial Markets
Dallas Fed: Continued Contraction
The Dallas Fed survey painted an even more bleak picture of the manufacturing sector than many other regional surveys. Manufacturing remains a headwind for activity, primarily because of tepid goods consumption.…
US Economics: Growth Outlook Up On Better Housing
Growth forecasts edged up this week, moving closer to our expectations as residential investment turns from a drag to a positive…
Fed BS: Liquidity Contraction Continues
Bottom Line: Net US Dollar liquidity fell sharply this week through Wednesday. Barring any sudden shocks, the average trajectory of…
Credit Check: Tighter Spreads in Most Markets
Bottom Line: Credit markets tightened through most of this month after drifting wider throughout May. Overall, we see few signs…
Existing Home Sales: Small Gains Reaffirm Bottom
Existing home sales rose slightly in May, better than expectations for a further decline. Sales continue to offer signs of a bottom…
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