Category Archives: Offshore Hosting

No. 488: Fed Action, November Retail Sales, PPI, October Trade Deficit

(SGS Subscription required) • Fed Moves to Monetize More Treasury Debt,
Boosting the Outlook for Inflation, Not the
• Still Hammered by Consumer Illiquidity,
November Retail Sales Reporting Was Warped by Hurricane Effects
• Mangled by Soft Revisions to Services Surplus,
October Trade Deficit Likely Also Reflected Storm Distortions
• PPI Decline Driven by Temporary Drop in Oil Prices

No. 484: Preview of Special Commentary, Housing Starts

(SGS Subscription required)
• Barreling Down the Road, Big-Government Spending Tries Careening Around the Pothole of the “Fiscal-Cliff,” and then Accelerates, Blithely Ignoring the “Road-Closed” Sign Ahead
• Do or Die, Incoming Government Is Last Frail Hope for Avoiding Hyperinflation
Already in Renewed Contraction
• Four-Year High in October Housing Starts Still Is 61% Below 2006 Peak