Charts I’m Watching: Feb 11, 2013

It was a beautiful weekend here on the central California coast.  Seems like everyone was out surfing, golfing, taking walks on the beach — at least that’s what I heard.  I spent the weekend poring over ECRI’s Weekly Leading Indicators for the past 30 years. Okay, in the interest of fair disclosure, Friday night was … continue reading →

Is It or Isn’t It a Recession?

ECRI’s Weekly Leading Indicator (WLI) came out Friday at 130.2 — up from 129.6 the week before.  Further, they reported that the index’s annualized growth rate increased from 8.2 the previous week to 8.9% — the highest since May 2010.  I wondered: are they retracting their Sep 2011 recession forecast?  Are things really getting better? … continue reading →