SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 295.95-1.2%3:58 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Sam3/10/2013 7:48:29 PM
1 Recommendation   of 85446
 
ECRI is sticking to their recession calling guns. Here are links from their website to a series of interviews done last week along with ECRI's brief summaries of what is in each interview.

Interview Summary
In a few interviews this week we discussed ECRI’s recent presentation, Recession in the Yo-Yo Years. Each interview clip covers different aspects of that presentation as described below.

CNBC

Coincident indicators, including GDP, are consistent with recession starting mid 2012
Stock prices can rise during recession
Policy makers targeting market prices
Mild vs. severe recession

Bloomberg Part 1
The Fed's recessionary stall speed measure stalled in 2012
Year-over year jobs growth is slowing, not accelerating
Nominal GDP growth recessionary
ECRI April home price growth upturn call & recent Leading Home Price Index decline

Bloomberg Part 2
Stocks prices and recessions
Fed targeting financial assets, including 401(k)s
Plunging velocity of money since 2011
ECRI April home price upturn call, and recent Leading Home Price Index decline

Yahoo Finance
Weak incomes and recession
Stock prices have risen during three of the past 15 past recessions
The difficulty of “real-time” recognition of recession
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext