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Research Reports

2013
5/1/2013	Fed Doesn't Budge
3/20/2013	Fed Still Inching Toward Optimism
1/30/2013	Fed Inches Toward More Optimism
2012
12/12/2012	To QE Infinity, and Beyond!
10/24/2012	Fed Doesn't Budge
9/13/2012	Fed Sets Sail on QE3
9/6/2012	The ISM Non-Manufacturing Index Increased to 53.7 in August, Easily Beating the Consensus Expected
8/1/2012	Status Quo Fed
7/5/2012	Business Investment Dwarfs Housing
6/28/2012	Step Two – Going Backward – Election More Important Than Ever
6/20/2012	Fed Does the Least
4/25/2012	Nothing New From the Fed
3/13/2012	No Sign of QE3
3/1/2012	Fed Done: So Is Gold
2/3/2012	Drudge, Tyler Durden and Economic Ignorance
2/2/2012	Low Labor Force Participation Rate?...Not So Fast
1/25/2012	Fed Language Goes Dovish, But Policy Unchanged
1/6/2012	All The Emperors Are Naked
2011
12/13/2011	Fed Less Gloomy on Economy, No Change in Policy
11/30/2011	Europe - No More Tricks in the Keynesian Bag
11/16/2011	The Super Committee - Much Ado About Little
11/9/2011	The Drachma is Dead: So Is the Welfare State
11/3/2011	The Story of MF Global - Capitalism Works
11/2/2011	Fed Stands Pat on Policy
11/2/2011	Housing At An Inflection Point
9/21/2011	Fed Actively Twists But Holds Off on QE3
8/10/2011	Fed Commits to Low Rates as Far as the Eye Can See
8/7/2011	US Debt: Moody’s AAA / S&P AA+
8/4/2011	Dow Down 500, But Fundamentals Still Strong
6/22/2011	Fed Gets Slightly More Hawkish on Inflation, More Dovish on Growth
4/27/2011	Minor Changes to Official Statement, More News in Press Conference
3/15/2011	Fed Pays Lip Service to Better Economy and Higher Inflation
1/26/2011	Bring Back Hoenig
2010
12/14/2010	Fed Keeps Monetary Spigot Wide Open
11/3/2010	Fed Embarks on QEII
9/21/2010	Fed Fills Can of Gas, Threatens to Douse Fire
8/10/2010	The Fed Gives the Treasury a Gift
6/23/2010	The Fed Flies with the Doves
4/29/2010	Fed Twiddles Its Thumbs
4/26/2010	Steep Auto Sector Recovery to Continue
3/16/2010	Fed Still Clinging to Extremely Loose Money
3/3/2010	Bernanke Finally Fingers Mark-To-Market
2/19/2010	The Fed Tests the Waters
2/12/2010	The (Relatively) Bullish Case for Consumer Spending
1/27/2010	"Extended Period" of Low Rates Starting to Lose Support
2009
12/16/2009	Fed Inching Toward Higher Rates
12/15/2009	Dive In: Housing is Cheap
12/3/2009	Did the White House Signal Higher Unemployment?
11/4/2009	Fed Tells Us What Will Lead to Rate Hikes
9/30/2009	V-Shaped Recovery Update
9/23/2009	Fed Sees Better Growth
9/1/2009	This Recovery Won’t Be Jobless
8/13/2009	Fed More Optimistic, But Stays Loose
6/24/2009	Fed Steps Away From Quantitative Easing
6/24/2009	John Callaway - RIP
6/9/2009	V-Shaped Recovery Underway
5/26/2009	Big Housing Recovery on the Way
4/2/2009	Auto Sales Update
3/23/2009	Bright Prospects for a Steep Auto Sector Recovery
3/18/2009	Fed Balance Sheet Explodes
2/27/2009	Consumer Loans Not the Next "Crisis"
2/12/2009	Untouchable Accounting Rules; Really?
2/9/2009	Unemployment and Stimulus II
1/7/2009	CPI Deflation On Tap – But It’s Just Temporary
2008
12/23/2008	Fed Balance Sheet Expansion Is Not Hyper-Inflationary
12/16/2008	The Fed Goes Nuclear
12/4/2008	Velocity Watch
12/3/2008	NBER Makes it Official
12/3/2008	Mark-to-Market Mayhem II
11/25/2008	Following Our Plan
11/13/2008	Roosevelt, Carter, or Clinton?
10/29/2008	Fed Cuts Rates to 1%
10/8/2008	We Need a Game Changer, Now!
10/6/2008	New Forecast
9/25/2008	Mark-to-Market Mayhem
8/5/2008	Fed Takes "Baby Step" Toward Tightening
7/8/2008	Home Sales Hitting Bottom
6/25/2008	August Tightening On the Table
6/19/2008	Forecast Update: Faster Growth, Higher Inflation, Higher Interest Rates
6/12/2008	The Best Medicine - Fed Rate Hikes
4/25/2008	Fed Turning the Corner
4/16/2008	Brian Wesbury's Testimony to House Committee on Financial Services
4/10/2008	Still No Recession in Our Forecast
3/14/2008	Inflation Still A Long-Term Problem
3/11/2008	Fed Answers Our Concerns
2/20/2008	Recession Talk Premature
2/11/2008	Fed Hesitation Hurting Economy
1/30/2008	The Fed Cuts Another 50
1/29/2008	Testimony to House Committee on the Budget
1/22/2008	Fed Makes Emergency Rate Cut
1/17/2008	Cutting Our Q4 Growth Estimate to 1.5%
1/16/2008	Slow Money Supply Growth Doesn't Mean Low Inflation
2007
12/28/2007	Voting With Our Feet
12/20/2007	Non-Housing GDP Signals Loose Money
12/11/2007	Fed Moves Again in December
11/27/2007	Seeing the Light at the End of the Housing Tunnel
10/31/2007	Two and Done
9/20/2007	They Actually Did It - Cut Rates That Is
9/14/2007	Claims Not Signaling Recession
8/29/2007	Confidence Data Do Not Signal Consumer Slowdown
8/23/2007	The Energizer Bunny Economy
8/13/2007	Odds of a Fed Rate Cut Not 100%
8/8/2007	The Greenspan Put is Dead: Long Live Bernanke
7/25/2007	The Hypochondriac Market
6/28/2007	The Fed Gets Bullish
6/7/2007	Indigestion
5/31/2007	Economic Bears Being Left Behind
4/23/2007	Labor Pains
2/2/2007	Rising Wage Gap, But No Squeeze
2006
11/15/2006	A New Direction for America
8/30/2006	The Supply-Side Scuffle
8/8/2006	A Pause in Rate Hikes, Not the End
7/20/2006	Pause Talk Déjà vu
6/30/2006	The Canary Chirps Again
6/16/2006	The Resilient Economy
5/10/2006	The Manufacturing Renaissance
5/8/2006	Transparency and Inflation Targets
4/27/2006	Fed May Pause “At Some Point” – But Uncertainty Reigns
4/3/2006	Bernanke Provides Continuity and More Tranparancy

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