Here is a video released by Karl Denninger of Market Ticker in which he shows exasperation with CNBC’s pro-bullish bias.  He notes that CNBC used comments by Nouriel Roubini to suggest the economy is rebounding faster. Denninger sees this as a pattern at CNBC and brings up prior incidents of a similar nature.
For his part, [...]

Talk about V-shaped recoveries.  Here’s one that’s actually for real.  It’s in Singapore and it’s huge.
Singapore appears to be emerging from its worst recession on record after the economy expanded at an annualised rate of 20.4% between April and June.
The rapid expansion compares with a revised contraction of 12.7% in the first quarter from January [...]

I have introduced the concept of a technical recovery to describe the anticipated weak recovery period that lies ahead.  Van Hoisington and Lacy Hunt have a different term to remember: Partial recovery.  They see the potential that a partial recovery will end this business cycle, and that’s not bullish for stocks:
Recessions end when the National [...]

I have been looking forward to the Alcoa (AA) earnings report, due out later today, because of what it suggests about the economy.  As the economy bottoms, the fortunes of cyclical companies that are leveraged to the overall state of the economy turn up.  As Alcoa is the first company to report every earnings season [...]

Everyone is trying to gauge when a ‘recovery’ is going to occur in the United States and globally. Some see imminent recovery. Other like myself see a late-2009 or early-2010 recovery. Yet others, including most readers of this site, see no recovery for quite some time. So, naturally, we should ask: just what is a [...]

This post is from Niels Jensen of Absolute Return Partners.  I have featured his monthly newsletter a number of times on Credit Writedowns (here’s the link to the last one, hilarious title).  Jensen is very good.
Visit www.arpllp.com to learn more about Absolute Return Partners and to sign up to receive their free monthly newsletter by [...]

A recent poll which ended on Wednesday as to when the economy will recover yielded the results below:
Clearly, you think this downturn has legs!
Please feel free to ping us with other important questions we should be asking readers.
Cheers.
Edward
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With more and more major economists predicting recovery sometime later this year, many have forgotten that downside risks remain.  Berner, Roubini, Volcker, Krugman and Bernanke have all come out essentially saying they would not be surprised to see a ‘technical’ recovery at some point later this year.  Robert Gordon has gone as far as to [...]

Since so many economists are signing up to the second-half recovery meme (Berner, Gordon, Krugman, Bernanke), I am going to ask you whether you believe them or not.
What say ye?
(If you can’t read the above it is a poll asking you when we are likely to see recession end in the U.S.)
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It seems a Q3 recovery is the new consensus of professional economists.  First, we hear Paul Krugman saying this, now Richard Berner and David Greenlaw are singing the same tune.
The deepest post-war recession likely will end by mid-to-late summer, a bit sooner than we’ve been expecting.  The improvement in financial conditions and incoming data has [...]