Tuesday, December 28, 2010

2011 - What's Coming



The Fed's Monetary Policy is About to Run Into a BRIC Wall


Guest Post: Retirement Account Fantasy And Middle Class Erosion – 1 Out Of 3 Americans Has Zero Dollars In A Retirement Account



Weak 5 Year Auction Spooks Bonds, Big Tail To When Issued

 

Next European Leg Down? First Failed ECB Monetization Sterilization, As Central Bank Has E13 Billion Shortfall In Bond Bids

 

Consumer Confidence Misses Big, Prints 52.5, Below Consensus Of 56.3 And November's 54.3

 

Case Shiller Misses Consensus As Home Price Decline Continues For 4th Month

 

Gold Surges To Two Weak High As $1,400 Level Exposes Many To Pin Risk

 

Frontrunning: December 28


  • Backlash over use of Fed crisis cash (FT)
  • Non-US banks gain from Fed crisis fund (FT)
  • U.S. gas price tops $3 a gallon, highest since Oct '08 (Reuters)
  • Japan November Consumer Prices Fall for 21st Month as Deflation Persists (Bloomberg), signaling recovery is stalling
  • Japan Production Rises, Signaling Recovery Is Intact (Bloomberg)
  • Retailers Hurt by East Coast Blizzard as Post-Christmas Shoppers Stay Home (Bloomberg)
  • Japanese Stocks Retreat on Commodity Prices, Strong Yen; Inpex Declines (Bloomberg)
  • After a six month delay, the US budget will be delayed again (WSJ) good news is: 2011 may actually have a budget... eventually


Shanghai Drops To Two Month Low, As Chinese Stocks Are S&P Performance Mirror Image YTD

 

 

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