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.

Friday, July 11, 2014

US Early Indicator down a tad

My US early release indicator (generated from stats released in the first week of the month) fell a little in June.  But the trend is clearly still up.  The US recovery just keeps going.  So much so, that the first tentative signs of rising inflation are appearing (more of that in another post)

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