St. Louis Financial Stress Index – May 1, 2014 Update

On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system.  For reference purposes, the most recent chart is seen below.  This chart was last updated on May 1, incorporating data from December 31,1993 to April 25, …

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U.S. Dollar Decline – May 1, 2014 Update

U.S. Dollar weakness is a foremost concern of mine.  As such, I have extensively written about it.  I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar.  Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits.  The negative impact of a substantial …

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Retail Sales – Various Thoughts

There are various changing dynamics regarding retail sales that I believe lack recognition. For reference purposes, here are charts depicting overall retail sales, as seen in Doug Short’s post of April 14, 2014 titled “March Advance Retail Sales Retail Sales Beat Expectations“: While the above chart seems to depict a continual (strong) upward trend, if …

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