by Jason Apollo Voss | 26 01 2011 | Blog, Predictions
This is the first of what will become an annual feature of the “what my intuition tells me now” blog: a qualitative preview of retail sales figures. The reason this preview comes in January, rather than December, is that most retailers report their...
by Jason Apollo Voss | 25 01 2011 | Blog
Today there was an excellent and strong rise in consumer confidence. The Conference Board says that consumer confidence rose from 53.3 in December to 60.6 in January. This is the highest reading since May 2010 when the stupid Wall Street “flash...
by Jason Apollo Voss | 24 01 2011 | Blog
The National Association for Business Economics this morning released interesting data. Namely, that of its surveyed companies, 42% are expecting to add more jobs in the next six months. Contrasted with that, only 7% said that they expect to have fewer jobs. ...
by Jason Apollo Voss | 23 01 2011 | Blog
One of the largest trends that I have been tracking since the beginning of the economic downturn is consumer spending. Lining the storm clouds with silver has been that the U.S. consumer has learned or remembered how to save money. And here I am not talking about...
by Jason Apollo Voss | 22 01 2011 | Blog
I can see that my last post about the building Chinese asset bubble has caused some alarm. To allay those fears let me first start by saying that I think the effect of the asset bubble bursting in China will be much less pronounced on the rest of the world’s...
by Jason Apollo Voss | 21 01 2011 | Blog
Yesterday Stratfor, alias Strategic Forecasting, Inc., announced that its sources, combined with its own internal analysis, provided evidence for a new money supply tightening policy from the Chinese government. To stave off the effects of the global recession...
