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July 3th, 2012

• U.S. Housing Shadow Inventory Shrinking
• High-Yield Bond Performance Report
• Across the Yield Curve
• U.S. Manufacturing Activity Contracts, Risk of Recession Looms
• Goldman Sachs Suggest Further Federal Reserve Action
U.S. Housing Shadow Inventory Shrinking
Posted: 03 Jul 2012 01:00 AM PDT
By Walter Kurtz – Sober Look July 3, 2012 In spite of the fear mongering taking place in the media and in the blogosphere with regard to the US housing “shadow inventory”, considerable progress is being made in shrinking the oversupply of distressed properties around the country. CoreLogic: – As of April 2012, shadow inventory [...]

High-Yield Bond Performance Report
Posted: 02 Jul 2012 02:00 PM PDT
July 2,2012 Here are some performance updates and analysis of bonds and their trends based on JP Morgan’s Default Monitor released on June 29,2012 by Peter D. Acciavatti. Bonds vs Loans Bonds have had a better year in terms of percent defaults in proportion to loan defaults. The percentage break down can be said to [...]

Across the Yield Curve
Posted: 02 Jul 2012 02:00 PM PDT
July 2, 2012 Here’s some market-related reading from around the web and blogshere. Enjoy! A closer look at High-Yield by Skyler Greene What to do with munis? by Jon R. Orcutt Today’s data doesn’t guarantee a recession by Alan Hartley Why the Recession is unlikely? by Jeff Saut More on Housing by Jon Stewart Disclaimer [...]

U.S. Manufacturing Activity Contracts, Risk of Recession Looms
Posted: 02 Jul 2012 09:39 AM PDT
By Rom Badilla, CFA July 2, 2012 Manufacturing activity declined in the most recent report released by the Institute for Supply Management suggesting that the recovery in the U.S. may be stalling. The data release of the ISM survey, which includes more than 300 manufacturing companies and covers business conditions, disappointed market expectations as the [...]

Goldman Sachs Suggest Further Federal Reserve Action
Posted: 02 Jul 2012 07:59 AM PDT
July 2, 2012 Goldman Sachs’ Chief Economist, Jan Hatzius believes that given the weakness in the U.S. economy, additional monetary stimulus would be needed. However, the Federal Reserve faces significant hurdles in affecting the economy due to interest rates at historical lows. From Goldman Sachs’ most recent report, U.S. Economics Analyst, Hatzius suggests that the [...]

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