Some of the more interesting and important items for November 17th :
500 Internal Server Error – 500 Internal Server Error
Microsoft’s Web-Calling Unit Lures Boeing, Aims for $1 Billion in Revenue – Bloomberg –
Target sees holidays boosting sales to 3-year high – That would be good, since the last...
Well, still no inflation…..
October Core CPI M/M +0.0% vs +0.1% consensus; prior 0.0%
October CPI M/M +0.2% vs +0.3% consensus; prior +0.1%
But housing starts are trending lower again:
October Housing Starts 519K vs 600K ; M/M change -11.7%
And finally, Mortgage apps dried up…
MBA Mortgage Applications -14.4% vs +5.8% Prior
(Click on...
September Net Long-term TIC Flows were $81.0 billion. The prior report showed an inflow of $128.7 billion.
Foreign interests are still buying, but we are also seeing a noticeable change to the amount of purchases. Several countries are actually redeeming more of late.
China has been adding positions, but at a much...
Here is our latest conversation . new insights for anyone who invests in anything.
Is the government STILL lying about inflation?.
NEW! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here is the link
Listen to reasons why and then take a look...
Japan has a big piece, so does the UK. But the single largest holder of Treasuries is once again China. Even as China has been scaling back their recent purchases and opting for commodities, they still have a nightly big appetite for our debt.
Good bad? You make the call..
Read More
