Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Saturday, February 8, 2014

My US 'Early Release' indicators fall a tad

The big freeze in the US has shown up in the economic indicators.  Lower payrolls growth, a soggy ISM (for manufacturing, more seriously affected by freezing conditions than services) etc.  Still the overall 'early release' indicator only fell a little.  In my view, eco recovery in the US is still on track.

As usual, click to get full sized chart.

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