Summer Storm .... end in sight ?

Mortgage Company

Subprime Lending

Subprime Fallout

Shanghai

Bubbles --- Nikkei --NASDAQ -- Housing -- Shanghai

Fear Strikes back ---- Put/Call ratio

Bond Default Rates ---- will this change now ???

CDX-HY ( Credit Default Swap index basket of high yield debt)

ABX index ---- Subprime Debt

Interest Rates 2004-2007

Oil vs. S&P500

Drillers

Equal-weighted CRB at new highs

Oil Index

Crude Oil

CPI ---- 3-year , 5-year averages

2-10 Year Treasury Spread

Yield Curve

Japanese Bonds --- forming a top

Bonds oversold ?

Bond support at 200-day m.a. ?

German Bunds

10-year Treasury --- Daily

10-year Treasury yield trend

Global Art Prices

Art Prices vs. S&P 500

S&P 500 --- Roundtrip

Bull Market continues

$ Flows

$ at 3-month high vs Yen

$ trying to find a bottom

Home Sales

NAHB Mortgage Applications at 16-year Low

Mortgage Default Notices

Home listings

Housing Vacancies

Foreclosures (2)

Foreclosures

FX Reserves

Yen falls to all-time low vs. Euro

It's not just the $ that has been under pressure these last few years . The Japanese Yen has fallen to all-time lows vs. the Euro ( 161Y / E ) and a basket of currencies is at multiple decade high levels vs. the Yen

$ vs. currencies of our top trading partners

Our top four trading partners are Canada, China, Mexico, and Japan. They account for 50% of trade

$ Index

British Pound rises to 14-year high vs. $

Inflation Adjusted Oil Prices

Oil Prices

Gasoline Expenditures

Oil Production ---- Saudi Arabia