This publication is e-mailed every Sunday. It reviews the previous week's statistical reports, policy statements and other relevant events in the context of:
documents are published about 12 times a year and cover a wide range of topics
which have a longer term impact on financial markets. Past topics have
included: Exit Strategy Revisited, Notes on Janet Yellen, Lifting the Lid on Capital Spending, What about A Debt Boycott, Huis Clos - Managing Money with a Large Balance Sheet.
This is a
quarterly publication which reviews major areas of economic activity and
presents the forecast in a quick read format with brief commentary.
We select charts for each publication from our actively monitored library
of over 1000 charts.
From mid February until late May the Federal Government
returns several hundred billion dollars in tax refunds. We monitor these refunds and publish a brief
report every three weeks with a status update.
The Labor Conditions Monitor is published before FOMC meetings and includes a variety of labor market indicators used by Fed officials.
We often see statistics being used in ways that misrepresent or misinterpret economic data. When these errors affect investment decisions, they need to be exposed. Our objective is to help our clients avoid these errors.