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The Two-Track Economy

posted to The Bonddad Blog on Wed 8th Sep 10

From the WSJ:Among the 30 companies in the Dow Jones Industrial Average, the 10 that get the largest share of their sales abroad are expected to see revenues grow by an average of 8.3% over the next year, industry analysts say. By contrast, the 10 that do the
Stimulating China?

posted to The Bonddad Blog on Wed 8th Sep 10

- by New Deal democratEvery now and then you can sum up part the economic situation in one picture, and the below graph imo does exactly that with regard to the impact of the US's economic stimulus packages. It is from Railfax, the service I cite every Friday
Why Aren't Firms Hiring?

posted to The Bonddad Blog on Wed 8th Sep 10

Consider the following two graphs:Capacity utilization is just now returning to the lowest level of the previous recession. In other words, there is a ton of excess capacity that needs to come on line before firms start hiring en masse.Hours worked are still

The Two-Track Economy

posted to The Bonddad Blog on Wed 8th Sep 10

From the WSJ:Among the 30 companies in the Dow Jones Industrial Average, the 10 that get the largest share of their sales abroad are expected to see revenues grow by an average of 8.3% over the next year, industry analysts say. By contrast, the 10 that do the
Stimulating China?

posted to The Bonddad Blog on Wed 8th Sep 10

- by New Deal democratEvery now and then you can sum up part the economic situation in one picture, and the below graph imo does exactly that with regard to the impact of the US's economic stimulus packages. It is from Railfax, the service I cite every Friday
Why Aren't Firms Hiring?

posted to The Bonddad Blog on Wed 8th Sep 10

Consider the following two graphs:Capacity utilization is just now returning to the lowest level of the previous recession. In other words, there is a ton of excess capacity that needs to come on line before firms start hiring en masse.Hours worked are still