Personal Saving Rate

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If you’re in the camp that one of the major structural problems facing the US economy is that the personal savings rate is too low, then February’s personal income data out this morning shouldn’t make you feel too  optimistic.  Just … Continued

Long Term Capacity Utilization Chart

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Given that real GDP has moved beyond its pre-recession high, one might expect that capacity utilization would be narrowing and at least above its own pre-recession mark.  However, capacity utilization as reported in February is still only 78.7.  Optimists might … Continued

DFS new leverage targets

posted in: Notes, Uncategorized | 0

Though it probably seemed like it would be a long time before leverage came back to the financial system, the following comment from Discover caught my eye on its most recent conference call. The company is moving from benchmarking equity … Continued

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