That Which Is Unseen

Some economic news:

This morning’s jobs report shows that the economy’s subsidized private sector (industries like health care services that receive big government subsidies) is back as a major source of new hiring.

If a stronger but sustainable U.S. recovery depends on reinvigorating industries not heavily dependent on government largesse, then this hiring out-performance . . . → Read More: That Which Is Unseen

Bright Spots in the Fertilizer Market: Robert Winslow

Global population growth and escalating food demand underpins long-term upside for potash, phosphate and nitrogen producers, but fertilizer oligopolies may have jumped the gun last year with aggressive rates that priced farmers out of the market. As farmers expand acreage rather than boost yields in now-tired fields, grain prices have backed off recent highs. . . . → Read More: Bright Spots in the Fertilizer Market: Robert Winslow

Economic Events on January 16, 2013

The Mortgage Bankers’ Association purchase index will be released at 7:00 AM Eastern time, providing an update on the quantity of new mortgages and refinancings closed in the last week.

At 8:30 AM Eastern time, the Consumer Price Index report for December will be released.  The consensus is that CPI was unchanged last month, . . . → Read More: Economic Events on January 16, 2013