Bull against bear

Financial markets, macro economics, politics and everything else concerning the global markets. The writer is a long time investment banking operative in the nordic markets. The blog is usually updated once a week with specific trading advice. On a monthly basis, the goal is to provide a strategy update. In addition to that, there will be posts of more general content, housing bubbles, investment strategies and more.

May 12, 2008

R.I.P US Consumer (2)

DB har satt ihop en indikator som visar konsumtionen i förhållande till köpkraften. Beräkningen tar hänsyn till förmögenhetsbalansen, inkomster, utgifter osv för att komma fram till denna skrämmande graf. Notera den låga avvikelsen 97-05. Det var innan husomaterna uppfanns.

JPMorgan CEO: U.S Recession is just starting.

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