Mish Shedlock Blog | Talkmarkets | Page 1
Investment Advisor Representative - Sitka Pacific Capital Management

Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market ... more


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Peter Navarro's Trade Math Says The US Lost 55 Million Jobs
Donald Boudreaux, Professor of Economics at George Mason U, calls out Peter Navarro for his impossible trade math. Here is a letter Boudreaux sent to Peter Navarro, president Trump's alleged "trade guru".
Treasury Yield Convergence: When Might Perfect Flatness Arrive?
Despite much ballyhoo over yield curve steepening, the chart shows significant flattening process is still underway.
GDPNow Forecast Dips Slightly: Baseline 1.8%, Real Final Sales 1.1%
For GDPNow, a strong factory report could not overtake weak housing and trade reports. Divergence with Nowcast widens.
Industrial Production Shows Signs Of Life
Industrial production jumped 1.1% in February led by manufacturing.
QE Singularity: No Japanese 10-Yr Bonds Trade
No Japanese 10-year bonds traded on Tuesday. The BoJ is in perfect control. This should be nirvana. Why Isn't it?
Bitcoin Mining In NY Costs Premium: Bitcoin Headed To $2,800?
Utilities in New York will now charge extra to mine Bitcoin. In unrelated news, technicals point to a $2800 price.
Import Prices Rise 0.4%, Exports 0.2%: Bond Yields Mostly Yawn
Those looking for a bit of inflation can point to import prices and a weak dollar, but the bond market barely reacted.
What Event Will Sink The Stock Market? Yields? Tariffs? Trump?
The answer is not yields, tariffs, war, famine, or Trump; although any of those could contribute to the selloff.
Bitcoin Fad Fading: For Now Or For Good?
Bitcoin failed its latest breakout attempt. Heck, it did not even come close. Down again we go. For how long?
Bullish On Oil Because Of Trump? Don't Be!
Some are bullish on oil because Trump threatens to kill the deal with Iran. It's faulty thinking.
GDPNow Real Final Sales Estimate Dives To 1.1%
Following today's retail sales numbers, the GDPNow forecast fell to 1.9% with real final sales at 1.1%
Confidence? Retail Sales Down Third Month
Citing "consumer confidence", economists expected retail sales to bounce 0.4%. Instead, sales fell for the 3rd month.
Consumer Spending Projections
Every month the NY Fed surveys consumers as to what they will spend in the upcoming year. The Downtrend is still intact.
Subdued CPI Disappoints Economic Illiterates
The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent in February on a seasonally adjusted basis after rising 0.5 percent in January, the U.S. Bureau of Labor Statistics reported today.
Goldilocks Vs. The Bears: Is She In The Room Or Out Of The Room?
No one will be talking about a Goldilocks environment no matter what inflation or jobs do once stock valuations start returning to normal.
Amazon Mortgage Lending: Good Idea? Why? What's Next?
Amazon formed a mortgage lending division. The company seemingly wants to be a one-stop shop for everything.
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