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The Senior Loan Officer Opinion Survey is due to be published on August 17 and could show a strong decline in lending standards, at least if the example of European banks is anything to go by. The Survey is keenly awaited and should provide quite a few answers regarding the return of the financial system to more “normal” levels. [...] More on this topic (What's this?) Bank Lending Contracting (Expected Returns, 8/17/09) Loan Delinquency Snapshot; Courtesy of Making Home Affordable (The Value at Risk, 8/4/09) Commercial Real Estate Loan Originations Show Continued Deterioration in CRE (REIT Wrecks, 5/15/09)
The performance of the economic sectors of the S&P 500 Index makes for interesting reading and displays the relative pattern one would typically expect during a bullish phase. [...]
“Most of the Street heralded the 1% decline in Q2 GDP because it was 0.5% better than consensus – even though the US government admitted in the release that its GDP estimates over the past several years were consistently wrong! So why should the latest report be any more accurate?” asks Bill King in this guest contribution. [...] More on this topic (What's this?) GDP Falls Less Than Expected On Government Expenditures (The Value at Risk, 7/31/09) Weekend Listening: Bill Gross August Investment Outlook (The Value at Risk, 8/8/09) KG: Income Statement Analysis for the June 2009 Quarter (Gauging Corporate Financial Reports, 8/6/09)
By Cees Bruggemans A month ago, with CPI inflation at 8% and with a CPI forecast of 5% for 2010, and noting a large output gap (economy in recession now and only slowly recovering next year), the SARB was willing to go on hold with interest rate easing, bearing in mind the [...] More on this topic (What's this?) Real Estate as an Inflation Hedge? Don’t Bet On It (REIT Wrecks, 7/7/09) How to Lower Your Interest Rate (Learn Mining News, 8/23/09) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) | |||||||||||||||||||||||||||||||||
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