Key Links Clint Follows
www.clintburdett.com
Clint's mini-blog on economic trends
Refresh this page to see latest additons

Credit & Market Volatility -- reported daily

LIBOR US Over Night
London Interbank Offered Rate
from British Banking Association
Overnight cost of borrowing in USD
Moving up, credit tightening

Ted Spread 3 month
Treasury-bill to Euro Dollar spread in bps
Spread widening, liquidity being withdrawn

LIBOR US 3 month term
London Interbank Offered Rate
Interest rate for bank unsecured loans
Moving up, credit tightening

VIX
Chicago Board Options Exchange Volatility Index,
implied volatility S&P 500 index options next 30 days.
Moving up, options cost more, investors expect
market to be more volatile.

Housing -- for last month or quarter

Delinquent +30 +60 +90 days
past due % of all loans mjsd5thBD -q
mjsd5thBD -q means issued in Mar, Jun, Sep, & Dec
on 5th Business Day for last quarter's data, so
two months time late

Foreclosures % of loans mjsd5thBD -q
Two months time late

New Home Sales 4thW -m
Annual pace of sales from Census & HUD
(SAAR seasonal adjusted annual rate 000)
For new construction reported upon a deposit
at any stage of construction

Months Supply Supply New Homes 4thW -m
See 1st page of Census press release in PDF

Pending Home Sales 4thW -m
MoM (month on month) % change pending home sale index
Contract signed to buy previously owned home,
waiting on escrow about 2 months out
Similar to New Home Sales after deposit

Existing Home Sales 4thW -m
Annual pace of sales (SAAR 000,000)
Report after closing escrow

Months Supply Existing Homes 3rdTh -m
Months of supply of existing homes
normal is about 7 months or less

Business Cycle & Analysis

Ahead of the Curve
Superb l/t analysis of business cycle,
link to chart, leading indicator for increased
consumer spending. Updated infrequently
Last 2/19/09

Consumer Sales MoM
Rate of Change -abt12bd -m
% change month on month on consumer sales,
make a judgement on the 52 week chart
Even with seasonal swings, trending down since 2006

Best Source Aggregators - links to data

Census Bureau
Summary with links to charts, reports
most recent at top, often with superb charts

NBER List of Upcoming Releases
National Bureau of Economic Research
They "call" the start and stop of a recession
Pending upcoming authorative reports with links

Business Cycle Investor Links
A consulting firms aggregates
multiple sources with links