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Breaking News
And Special Reports
February 6, 2012
The Weekly View
Rod Smyth, RiverFront Investment Group
- Raising Our 2012 S&P 500 Trading Range
- The Weekly Chart: Falling Participation Rate Helps Lower Unemployment Rate
Government Spending: An Economic Boost?
Federal Reserve Bank of San Francisco
- The severe global economic downturn and the large stimulus programs that governments in many countries adopted in response have generated a resurgence in research on the effects of fiscal policy.
Peter Schiff's Gold Report
Peter Schiff, Euro Pacific Precious Metals, LLC.
- The Currency Wars Interview
- Gold In A Financial Crisis
- Will Iran Kill The Petrodollar?
- Eureka! When Gold Struck Me
- This Month In Gold
Economic Outlook
Mark A. Grimaldi, Navigator Money Management, Inc.
- Economic Data Solidifies - Just Not Meaningfully
Investment Strategy
Jeffrey Saut, Raymond James Financial, Inc.
- "Compelling Valuation, Or Value Trap?"
The Crow's Nest
Mark A. Grimaldi, Navigator Money Management, Inc.
- The skinny In Less Than 30 Seconds...
Economic Monitor Weekly Commentary
Dr. Scott Brown, Raymond James Financial, Inc.
Jobs Data Sends Currencies And Gold Lower
Chuck Butler, dailyreckoning.com
The Sovereign Advisor
Donald L. Sazdanoff, Sovereign Asset Management
- Fed Policy - Low Interest Rates Until Late 2014
Export Inspections
U.S. Department of Agriculture
Midpoint Crossroads
Jerry Gulke, Strategic Marketing Services, Inc.
Walter Murphy's Insights - Monthly Review
Walter G. Murphy
- Stocks
- The Rest Of The World
- Fundamentals
- Yields
- US Dollar
- Commodities
Wary Investors Give U.S. Stocks Another Go
John Browne, Euro Pacific Capital, Inc.
Was Friday's Price Action In Gold Signaling A Top In The S&P 500?
Chris Vermeulen, www.theGoldAndOilGuy.com
The Weekly Pit Review
pitguru.com
The DailyFutures Weekend Report
dailyfutures.com
- Grains, Cotton, Livestock, Lumber, And Softs
Corn Market Remains Unsettled
Darrel Good, University of Illinois
- The 2011-12 corn marketing year is approaching the half-way point. At this time of year, prospects for marketing year consumption and ending stocks are often fairly clear and the market begins to focus more on new crop prospects.
Cattle Outlook
University of Missouri
Hog Outlook
University of Missouri
Monday Morning Outlook
Schaeffer's Investment Research
The Acuvest Letter
John L. Caiazzo
Core Futures
J. Mark Kinoff, CTA
- March Soybean Oil Swing Trade
- March Coffee Swing Trade
- March Canadian Dollar Position Trade Update
- Spreaders Corner: Dec/Dec Eurodollars
February 5, 2012
Comment Of The Day
David Fuller, Fullermoney
- Coggan: China Will Shape Next Bretton Woods Pact
The Week Ahead
Brian Dolan, Gain Capital
- Better Data Drives Risk On, Fed QE3 Off
- Still Waiting On A Greek Debt Deal
- Central Banks Decisions On Tap
February 3, 2012
Dry Heat
Timothy Hughes, Price Futures Group
US Weekly Letter
Kevin Harris, Informa Global Markets
- The Outlook - US Jobs Data Review For January
- Data Previews: Merchandise Trade
- U.S. Calendar For The Coming Week
Manufacturers' Shipments, Inventories and Orders December 2011
U.S. Department of Commerce
- New orders for manufactured goods in December, up two consecutive months, increased $5.3 billion or 1.1 percent to $466.2 billion, the U.S. Census Bureau reported today. This followed a 2.2 percent November increase. Excluding transportation, new orders increased 0.6 percent..
The Employment Situation: January 2012
The U.S. Department of Labor
- Nonfarm payroll employment rose by 243,000 in January, and the unemployment rate decreased to 8.3 percent. Job growth was widespread, with large gains in professional and business services, leisure and hospitality, and manufacturing.
February 2, 2012
Commodity Futures Forecast Weekly Report
Philip Gotthelf
- It's A Riot
- Gold And Silver Continue Higher
- A Rising Stock Market?
- The Inflation Scenario
The Weekly Re-Lay
Eric Hadik, INSIIDE Track Trading, Inc.
- Stock Indices Attack 3-6 Month Upside Targets (12,876/DJIA, Etc.);
- Crude Triggers Sell Signal On January 27 Close...Sharp Drop Expected On January 30-February 3!
- Euro Fulfills Projected Surge Into January 27;
- 1.3235/ECH Exit Point Hit...Long Positions Being Liquidated.
Comment Of The Day
David Fuller, Fullermoney
- China Enhances Position As World No. 1 Gold Producer But Where's It All Going?
This Week In Petroleum
U.S. Department of Energy
- The Short-Term Outlook For Non-OPEC Production Growth
- Average Retail Gasoline Price Moves Up A Nickel
- U.S. Average Heating Oil Price Increases
- Propane Inventories Continue To Fall
Martin Spring's On Target
Martin Spring
- Debt Crisis Explosion: Still A Long Way Off
The Economic Outlook and the Federal Budget Situation
Ben S. Bernanke, Chairman, Federal Reserve Board
- Before the Committee on the Budget, U.S. House of Representatives, Washington, D.C.
Who's Still OK With Deficit Spending Now?
Chuck Butler, dailyreckoning.com
The Historic Pattern Of U.S. Corn Yields, Any Implications For 2012?
Scott Irwin and Darrel Good, University of Illinois
Strong As A Bull
Andy Waldock, Commodity & Derivative Advisors LLC
Technical Comments
Peter Cardillo, Rockwell Global Capital
- Macro Forecast
- Equities
- Gold
- Foreign Exchange
Comment Of The Day
David Fuller, Fullermoney
- Martin Spring's On Target: Debt Crisis Explosion: Still A Long Way Off
- Treaty On Stability, Coordination And Governance In The Economic And Monetary Union
- China's Manufacturing Holds Up Against Global Slowdown
Productivity And Costs Fourth Quarter 2011, Preliminary
U.S. Department of Labor
- Productivity rose 0.7 percent in the nonfarm business sector in the fourth quarter 2011; unit labor costs increased 1.2 percent (seasonally adjusted annual rates). In manufacturing, productivity declined 0.4 percent and unit labor costs increased 1.6 percent.
Unemployment Insurance Weekly Claims Report
U.S. Department of Labor
- In the week ending January 28, the advance figure for seasonally adjusted initial claims was 367,000, a decrease of 12,000 from the previous week's revised figure of 379,000.
Export Sales
U.S. Department of Agriculture
Weekly Petroleum Status Report
U.S. Department of Energy
- U.S. crude oil refinery inputs averaged 14.2 million barrels per day during the week ending January 27, 89 thousand barrels per day below the previous week's average.
February 1, 2012
Manufacturing Growth Continues
Chuck Butler, dailyreckoning.com
Market Trends
Dave Norton, Fourth Time, Inc
- Interest Rates | Stock Indices
- Currencies | Energies | Metals
- Grains | Livestock
Behind The Headlines, Steady Improvement For Fragile U.S. Economy
Martin Pring, Thomas Kopas, Pring Turner Capital Group
The Todd Market Forecast
Stephen Todd
- Good Start - More Upside To Come
- But What About The Economy?
- Bonds And Sentiment
- Other Markets
- CBOE Put Call Ratio
- News And The Market
- The London Market
- Gold
- Trading Systems
- Random Thoughts
Jim Wyckoff's Bi-Weekly Commentary
Jim Wyckoff On The Markets
- General Comments; Crude Oil
January 2012 Manufacturing ISM Report On Business
Institute For Supply Management
Value of Construction Put In Place
U.S. Department of Commerce
- December 2011 Construction At $816.4 Billion Annual Rate
Help-Wanted OnLine Data Series
The Conference Board
- Labor demand rises 61,300 in January following a 126,000 rise in December
- Rebound in demand in Manufacturing & Construction occupations differs significantly
Comment Of The Day
David Fuller, Fullermoney
- Forget Stocks - Chinese Turn Bullish On Booze And Caterpillar Fungus
- Mike Lenhoff: A Week That Might Be4 Action Packed - For Markets
- The Weekly View: Stealth QE Helping Europe...For Now
- Asia Currencies Complete Best January Since 2006 On Fund Inflows
Macro Tides
E. James Welsh, Welsh Money Management, LLC.
Investment Outlook
Bill Gross, PIMCO
January 31, 2012
Corn-Soybean Planting Decisions And Longer Run Returns
Gary Schnitkey, University of Illinois
Global Central Bank Focus
Tony Crescenzi, PIMCO
- To Fight Or Not To Fight The World's Central Banks
Deliverable Grain Stocks
Chicago Board of Trade
Currencies Rally On Eurozone Agreement
Chuck Butler, dailyreckoning.com
Musings From The Oil Patch
Allen Brooks, PPHB
- Are We Missing The Critical Issues Of Keystone Decision?
Comment Of The Day
David Fuller, Fullermoney
- Made In The World
- Clive Hale's View From The Bridge Investment Biker...With Apologies To Jim Rogers
Consumer Confidence
The Conference Board
- Consumer Confidence Decreases Slightly
Johnson Redbook Retail Sales Index
Redbook Research
January 30, 2012
The Long Term Bull Market E Wave Count
David A. Banister, MarketTrendForecast.com
The Wellington Letter
Bert Dohmen, Dohmen's Wellington Letter
- The Agenda For 2012
- The Stock Market
View From The Bridge
Clive Hale
- Investment Biker...With Apologies To Jim Rogers
Special Reports For January
Personal Income And Outlays - December 2011
U.S. Department of Commerce
The Option Advisor
Schaeffer's Research Institute
Market Focus
Jeffrey Kennedy, Elliott Wave International
- Coffee, Cocoa, Sugar, Soybeans, Live Cattle
Commodity Quarterly
Arne Rasmussen, Danske Bank
- Short View: Overly Negative Outlook Priced Into Commodity Markets
- Global Macro Overview: China To Support Commodities
- Energy: Prepared For A Continuing Tight Market In 2012
- Base Metals: Chinese Imports Supportive
- Metals Focus: Speculative Positioning At LME
- Grains: Look Out For Short-Covering In Wheat/FONT>
Gross Domestic Product - Fourth Quarter 2011 (Advance Estimate)
by U.S. Department of Commerce
- Real gross domestic product--the output of goods and services produced by labor and property located in the United States--increased at an annual rate of 2.8 percent in the fourth quarter of 2011 (that is, from the third quarter to the fourth quarter), according to the "advance" estimate released by the Bureau of Economic Analysis.
Stockmarket Cycles
Peter Eliades
U.S. Leading Economic Indicators
The Conference Board
- The Conference Board Leading Economic Index™ (LEI) for the U.S. increased 0.4 percent, The Conference Board Coincident Economic Index™ (CEI) increased 0.3 percent and The Conference Board Lagging Economic Index™ (LAG) increased 0.3 percent in December.
New Residential Sales In December 2011
U.S. Department of Commerce
Advance Report On Durable Goods Manufacturers' Shipments, Inventories And Orders December 2011
by U.S. Department of Commerce
- New orders for manufactured durable goods in December increased $6.2 billion or 3.0 percent to $214.5 billion, the U.S. Census Bureau announced today. This increase, up five of the last six months, followed a 4.3 percent November increase.
Are Consumers More Eager To Borrow?
Federal Reserve Bank of Cleveland
Pass-Through And The Renminbi's Appreciation
Federal Reserve Bank of Cleveland
The Goods
BMO Capital Markets
- BMO's Commodity Index Dips At Year-End; Some Upside Seen For 2012 Second Half
Cotton Ginnings
U.S. Department of Agriculture
WSI Expects Late-Winter Pattern Change Across US With Below-Normal Temperatures Becoming More Widespread
WSI Corporation
Cattle On Feed
University of Missouri
Cattle On Feed
U.S. Department of Agriculture
- United States Cattle On Feed Up 3 Percent
U.S. Cold Storage Stocks
U.S. Department of Agriculture
Livestock Slaughter
U.S. Department of Agriculture
- Another Record Monthly High For Pork Production
Investment Letter
David C. Jennett, Financial Research Center, Inc.
- As you are well aware, the S&P 500 Index ended 2011 almost exactly where it started the year.
Livestock, Dairy And Poultry Outlook
U.S. Department of Agriculture
- Production Declines Push Beef And Poultry Prices Higher In 2012, Dairy And Pork Prices Under Pressure
Chicago Fed Letter
Federal Reserve Bank of Chicago
- Rising Farmland Values: Causes And Cautions
Sugar And Sweeteners Outlook
U.S. Department of Agriculture
Consumer Price Index: December 2011
U.S. Department of Labor
- On a seasonally adjusted basis, the Consumer Price Index for All Urban Consumers was unchanged in December, as it was in November. The index for all items less food and energy rose 0.1 percent in December after increasing 0.2 percent in November.
Real Earnings In December 2011
U.S. Department of Labor
- Real average hourly earnings rose 0.2 percent from November to December, seasonally adjusted. Average hourly earnings rose 0.2 percent, while the CPI-U remained unchanged. Real average weekly earnings rose 0.5 percent over the month.
New Residential Construction In December 2011
U.S. Department of Commerce
Industrial Production and Capacity Utilization
Federal Reserve Board
- Industrial production increased 0.4 percent in December after having fallen 0.3 percent in November.
Producer Price Index: December 2011
U.S. Department of Labor
- The Producer Price Index for finished goods declined 0.1 percent in December. Prices for finished goods moved up 0.3 percent in November and fell 0.3 percent in October. The index for finished goods less foods and energy increased 0.3 percent.
Feed Outlook
U.S. Department of Agriculture
- Higher Corn Acreage And Yield Boosts Supplies, Corn Exports Projected Higher
Wheat Outlook
U.S. Department of Agriculture
- Projected U.S. Ending Stocks Down Slightly
Quarterly Review And Outlook
Van R. Hoisington, Lacy H. Hunt, Hoisington Investment Management Company
- High Debt Leads To Recession
- Contractionary Fiscal Policy
- Monetary Policy
- Recession In 2012
- Weakened Consumer
- Capital Spending Cutback
- One Continuous Slump
- Treasury Market
HALCO Trading Strategies
Halco Trading Strategies
Oil Crops Outlook
U.S. Department of Agriculture
- U.S. Soybean Stocks To End Higher In 2011/12 With Lower Demand
U.S. International Trade In Goods And Services November 2011
U.S. Department of Commerce
- The U.S. Census Bureau and the U.S. Bureau of Economic Analysis, through the Department of Commerce, announced today that total November exports of $177.8 billion and imports of $225.6 billion resulted in a goods and services deficit of $47.8 billion, up from $43.3 billion in October, revised.
U.S. Import And Export Price Indexes
U.S. Department of Labor
- U.S. import prices edged down 0.1 percent in December, after rising 0.8 percent the previous month. Declining prices for fuels more than offset a 0.1 percent rise in nonfuel prices. Export prices decreased in December, falling 0.5 percent following a 0.1 percent advance in November.
INSIIDE Track
Eric S. Hadik, INSIIDE Track Trading
- Advance From December 19 Cycle Low--into January 17-20th Cycle High--Unfolding...
- First Half of January Should Remain Positive...
- DJIA Maintains Same Upside Objective Since October 2011--A Test of 12,876!
- Gold and Silver Complete Projected Drops into December 27-30; Rally into January 10/11 Expected... Early-February = Next Cycle Low
The Aden Forecast
Aden Research
- Cautious Optimism
- Year End Shift In Sentiment
- Looking Better... For Now
- A Decade Long Sideways Market
- A Trader's Market?
- Europe Still Dominating?
- Meanwhile... They're Up
- U.S. And Global Stock Market Recommendation
World Grains
U.S. Department of Agriculture
World Cotton
U.S. Department of Agriculture
World Oilseeds
U.S. Department of Agriculture
U.S. USDA Supply/Demand Projections
U.S. Department of Agriculture
Advance Monthly Sales For Retail And Food Services December 2011
U.S. Department of Commerce
- The U.S. Census Bureau announced today that advance estimates of U.S. retail and food services sales for December, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $400.6 billion, an increase of 0.1 percent (+/-0.5%)* from the previous month and 6.5 percent (+/-0.7%) above December 2010.
Manufacturing And Trade Inventories And Sales November 2011
U.S. Department of Commerce
Crop Production
U.S. Department of Agriculture
- Orange Production Down 2 Percent From December
Cotton Ginnings
U.S. Department of Agriculture
Grain Stocks
U.S. Department of Agriculture
- Corn Stocks Down 4 Percent From December 2010
- Soybean Stocks Up 4 Percent
- All Wheat Stocks Down 14 Percent
Crop Production 2011 Summary
U.S. Department of Agriculture
Short-Term Energy Outlook
U.S. Department of Energy
- EIA expects the price of West Texas Intermediate (WTI) crude oil to average about $100 per barrel in 2012, $5 per barrel higher than the average price last year.
Monthly Wholesale Trade: Sales And Inventories November 2011
U.S. Department of Commerce
Market Watch
Norman Winski, Astro-Trend
This Month In Futures Markets December 2011
Commodity Futures Trading Commission
North American Outlook
BMO Capital Markets
- New Year, New Hopes, Old Challenges
Corn 2012 Annual Report
Rich Posson, Ag Financial Strategies
Special Reports For December
Quarterly Hogs And Pigs
U.S. Department of Agriculture
- U.S. Hog Inventory Up 2 Percent
Northern Trust Global Outlook
Paul Kasriel, Northern Trust Company
- Outlook 2012: Living In Interesting Times
Cotton And Wool Outlook
U.S. Department of Agriculture
- Global Cotton Mill Use Reduced; Lowest In 3 Years
ISM Semiannual Forecast December 2011
Institute For Supply Management
- Economic Growth Continues In 2012
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