Friday, October 8, 2010

Macro snapshots

A sick labor market:

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Percentage of consumption out of disposable income falling:

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Collapsing domestic demand:

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Industrial production making giant head-and-shoulders pattern, maybe:

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Risk aversion as measured by the Moody’s BAA minus the 3-month T-bill rate at multi-generational highs (if ZIRP really worked, it wouldn’t be this way):

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