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Notes to myself, possibly of interest to others.
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Thursday, July 28, 2011

Rosenberg Daily Soundbites

  • Global equity markets are taking it on the chin yet again; the focus today is still on the political showdown in Washington and whether House Speaker Boehner’s revised plan will have enough support among the Democrats in the Senate
  • Debt downgrade — good for bonds?
  • Everyone seems to believe that durable goods orders were weighed down entirely by aircraft bookings last month. If that’s the case, why was the headline 2.1% slide not anticipated
  • How about a little R & R? Recovery and … Recession
  • Jobs market deteriorating
  • U.S. housing — stuck in the mud

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