I think with the recent numbers, all of them; well, let me list a few and again hear what bounces off ya 
:
Unemp. #s
state unemp, california budget, local and muni risks. Sec charged new jersey for some muni fraud recently.
Japan going into QE2
EU CDS spike -- ECB just blew $1t us, and they're now looking at QE2
Fed minutes showed they're going to pump more money in again if it gets worse (maybe get some money to businesses and consumers instead of big blank checks to the banks
) and they're rolling 250b in maturing treasuries into more 10 and 30 year treasuries. For those times I Feel like believing the dollar collapse theory, it does always make sense that you'd go off the deep end on the long end, before the game was up.
Bond market signalling big - 10 year was at 2.57!
HAMP loan mods since july (1.4m total) -- nearly 50% dropped out by august.
Philly fed index hit a real ugly low
Those combined... I see some corporates coming back, but the consumer, almost everywhere, is just horribly bleeding out with no help in sight. And even the corporates; if they're not goldman sachs or JPmorgan, with blahblah perfect trading days and cash galore, a lot of companies are stressing to meet bottom line revenue and projected eps, etc.
What happens when the worse times come back again, and we're back to falling off the cliff? But this time we're just hampered with more... ... and the consumer is even worse off, and consuming less? :X
Intel buying up mcafee was crazy -- nice 50% premium to shareholders at the time.
China selling ~10% of their treasury holdings over the past 2 months
Gah, I just got home and it's 2:30 am, dying for some sleep! Took me a couple revisions to add in as much stuff as I could to justify my thoughts. Look forward to your opinion!
: Unemp. #s
state unemp, california budget, local and muni risks. Sec charged new jersey for some muni fraud recently.
Japan going into QE2
EU CDS spike -- ECB just blew $1t us, and they're now looking at QE2
Fed minutes showed they're going to pump more money in again if it gets worse (maybe get some money to businesses and consumers instead of big blank checks to the banks
) and they're rolling 250b in maturing treasuries into more 10 and 30 year treasuries. For those times I Feel like believing the dollar collapse theory, it does always make sense that you'd go off the deep end on the long end, before the game was up. Bond market signalling big - 10 year was at 2.57!
HAMP loan mods since july (1.4m total) -- nearly 50% dropped out by august.
Philly fed index hit a real ugly low
Those combined... I see some corporates coming back, but the consumer, almost everywhere, is just horribly bleeding out with no help in sight. And even the corporates; if they're not goldman sachs or JPmorgan, with blahblah perfect trading days and cash galore, a lot of companies are stressing to meet bottom line revenue and projected eps, etc.
What happens when the worse times come back again, and we're back to falling off the cliff? But this time we're just hampered with more... ... and the consumer is even worse off, and consuming less? :X
Intel buying up mcafee was crazy -- nice 50% premium to shareholders at the time.
China selling ~10% of their treasury holdings over the past 2 months
Gah, I just got home and it's 2:30 am, dying for some sleep! Took me a couple revisions to add in as much stuff as I could to justify my thoughts. Look forward to your opinion!
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