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To Revive U.S. Steel, Allow Its Transfer To Better Hands.Remember U.S. Steel?Sure, we can shed a brief tear over a Japanese company buying an American icon, but what U.S. Steel needs is not nostalgia but capital and up-to-date technology. Nippon has a shot at providing both and thus reviving an American icon.Much of ... 阅2 转0 评0 公众公开 24-03-09 10:01 |
中银管涛：从三组数据看美国制造业回流现状。工业产能小幅扩张，实际产出小幅下降，可能部分解释了为何美国建造支出快速增加，但美国制造业PMI指数一年多来持续位于收缩区间，11月份美国供应管理协会（ISM）制造业PMI为46.7%，与上月持平。综上，结合建造业支出、就业和出口市场份额三组数据看，美国制造业回流趋势初现端倪，但后续的关键是能... 阅4 转0 评0 公众公开 23-12-04 11:02 |
而根据佛州高铁运营商亮线铁路公司购票系统的定价，只快半小时的这条高铁，票价却不便宜。奥巴马当时说：“就在这里，就在坦帕，我们将建设新的高铁干线。我很兴奋。我将会回来亲自搭乘它。”当时计划建的佛州高铁是奥兰多-坦帕线。也就是说，佛州首条高铁实际上是奥巴马13条高铁计划中的一条，只是这条线没有按奥巴马的设定建设。佛州首条高铁... 阅12 转0 评0 公众公开 23-09-26 14:36 |
美国银行Michael Hartnett：“自1787年以来从未发生过……”在经历了一场潮湿的八月份之后，股市陷入了一片“无人之地”的领域，标普指数遭遇了自2月以来的最大单月跌幅（是的，信不信由你，八月份的1.8%跌幅让之前连续五个月的涨幅戛然而止），Bank of America首席投资官迈克尔·哈特内特（Michael Hartnett）最新的研究报告不仅比平时要... 阅4 转0 评0 公众公开 23-09-06 15:41 |
半个世纪来美国商业地产处境从未如此艰难。本月早些时候，全球最大的上市房地产公司之一Brookfield的基金拖欠了主要位于华盛顿的十二栋办公大楼的合计1.614亿美元抵押贷款，这已是其年内被曝出的第二起违约市场，美国商业地产市场摇摇欲坠的景象，显然已令所有人都惴惴不安。商业地产数据平台CRED iQ的报告显示，2023年3月，美国商业抵押贷款支... 阅11 转0 评0 公众公开 23-04-26 11:27 |
A Bigger Picture Look At US Housing Affordability (Or Just How Over-Priced Are American Homes)Going back to the first chart, you also get the answer to another question: How inflated are house prices today compared to how they were prices before the housing bubbles?Going by most observers, there have been two major ho... 阅12 转0 评0 公众公开 23-02-10 17:03 |
Small Business Sales And The Running Of The Bull.Small Business Sales Matter.Usually, small business owners are “optimistic” and believe the future will be better, except during recessionary periods. As shown, expectations for sales, which drives their incomes, plunged to the lowest level since the economic shutdown... 阅2 转0 评0 公众公开 22-09-24 15:53 |
Social Security: Whistling Past The $96 Trillion Graveyard.Social Security has a problem.According to the Social Security Trustees’ annual report (pdf), the Social Security program will be insolvent in 13 years by 2035. At present, the program cannot guarantee full benefits to current retirees. The Social Security Ol... 阅12 转0 评0 公众公开 22-07-14 12:24 |
US Middle Class Is Shutting Down As Spending By The Rich Remains Robust.Picking up on this, Bloomberg’s Felice Maranz writes that the latest earnings and comments from big-bank executives reinforce the view that while spending by lower and middle America may be falling off a cliff, spending by well-off US consumers i... 阅3 转0 评0 公众公开 22-05-26 12:18 |
New home sales get walloped.– by New Deal democrat?New single family home sales got walloped in April, declining -16.6% for the month compared with March, and down -26.9% from…New single family home sales got walloped in April, declining -16.6% for the month compared with March, and down -26.9% from one year ago.But... 阅1 转0 评0 公众公开 22-05-25 17:20 |
