Is the economy doomed by the elderly and indebted? -  Xie

Albert Edwards is sticking to his VERY bearish thesis -  ZH

Everyone is short the Euro -  FT

Who wins and loses …

Meredith Whitney says US housing prices are not done falling:

Down ticks have been disallowed on all Wall Street as stocks simply refuse to go down on any news.  Stocks were up 0.75% today on the Fed decision.  The market …

Information received since the Federal Open Market Committee met in January suggests that economic activity has continued to strengthen and that the labor market is stabilizing. Household spending is expanding at a moderate rate but remains constrained by high unemployment, modest income growth, lower housing wealth, and tight credit.

Markets are again higher this morning on the back of better than expected economic data and dovish expectations for the Fed later in the day.   Retail sales continue to show …

When the Federal Open Market Committee (FOMC) meets (today), self-described “inflation hawk” Dr. William F. Ford, Weatherford chair of finance professor at Middle Tennessee State University and a former president of the Federal Reserve Bank of Atlanta, isn’t expecting any uptick in the benchmark federal funds rate from the current 0.25% level. In fact, he is resigned to the likelihood that the Federal Reserve Board will keep rates artificially low for the foreseeable future.

Small speculators remain heavy net sellers of the S&P 500.  The latest data from the CFTC showed a continuing net bearish position by small speculators.  This data has tracked the …

Long time readers of Thoughts from the Frontline will be familiar with the name The Liscio Report. It is one of my “secret” sources of high quality analysis on a wide range of topics including taxes, employment and the underpinnings of the economic headlines that we read which can be so distorted.

Some underlying signs show the risk trade is back in bonds and stocks and could lead to further gains in both markets:

Stocks rallied off of morning lows to finish the day unchanged.  Fears over China continued to roil the markets, but the bulls used the morning weakness as an opportunity to …

Ordinary outcomes of extraordinary recklessness -  Hussman

The game of risk (Jeff Saut turns cautious) -  RJ

Asset allocation in a crisis -  CFA

Empires on the edge of chaos -  Fergusson

Dodd’s financial …

Just a few brief thoughts here regarding this morning’s data.  All in all, the data was somewhat constructive, but the China fears are beginning to boil over into U.S. equities. …