ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Monday, November 08, 2010

 

LEI deconstructed, update


following on standard analysis previously discussed, conference board leading economic indicators (.pdf) with monetary factors removed continued to deteriorate in september.

here also is the component contribution breakdown, month-by-month. top chart is the "real economy" factors, bottom the excluded "monetary" factors. obviously the distorted yield curve has been the primary difference.

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