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Other Alpha Sources for August 6, 2010

Team Macro Man has a nice perspective on what deflation might mean in the OECD context and it is difficult to disagree with the underlying rationale.

One sector that is glaringly not singing to the Deflationistas’ hymn sheet is commodities. While a rapidly-growing global population continues to compete, like bacteria on a Petri dish, . . . → Read More: Other Alpha Sources for August 6, 2010

Economic Events on August 6, 2010

At 8:30 AM EDT the Employment Situation report for July will be announced, and the consensus for non-farm payrolls is an decrease of 70,000 jobs compared to a loss of 125,000 in June due to the end of 225,000 Census jobs, the consensus for private payrolls is an increase of 100,000 jobs  compared to . . . → Read More: Economic Events on August 6, 2010