Catalpa Macro Insights is a think piece published every few weeks to highlight aspects of the markets that are often overlooked. It features a succinct chart relating to recent developments or shifts in the global economy.

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30 January 2013 – Macro Insight: Third Time’s the Charm

21 December 2012 – Macro Insight: One-Way Ben

14 November 2012 – Macro Insight: The Mean Reversion of US Residential Investment

5 October 2012 – Macro Insight: When Incumbents Win

31 August 2012 – Macro Insight: US Housing Heals

20 July 2012 – Macro Insight: Drought Fallout

19 June 2012 – Macro Insight: The Saudi Sanction

8 June 2012 – Macro Insight: The Fracking Revolution

4 May 2012 – Macro Insight: The Government is a Drag

5 April 2012 – Macro Insight: US Housing is Shovel-Ready

5 March 2012 – Macro Insight: The Housing Hockey Stick Redux

27 January 2012 – Macro Insight: China’s Yuan-O-Matic

23 November 2011 – Macro Insight: Santa’s Empty Workshop

3 November 2011 – Macro Insight: The Looming US Housing Shortage

17 October 2011 – Macro Insight: October Revolutions

6 October 2011 – Macro Insight: The Not-So-New Normal of Volatility

21 July 2011 – Macro Insight: Gold in the Really Long Run

12 July 2011 – Macro Insight: The Fed’s Easy Money Overhang

17 June 2011 – Macro Insight: China’s Trade [Surplus] Deficit

26 May 2011 – Macro Insight: Lake Wobegon Analysts

13 May 2011 – Macro Insight: It’s the Unemployment Rate, Stupid

4 May 2011 – Chart of the Week: Getting Paid to Borrow

20 April 2011 – Chart of the Week: Inflation By Any Other Name

7 March 2011 – Chart of the Week: The US Payroll Growth Cycle

28 February 2011 – Chart of the Week: Oil Spikes and Savings Rates

21 February 2011 – Chart of the Week: Curing Mortgage Delinquencies

14 February 2011 – Chart of the Week: The US Unemployment Rate

7 February 2011 – Chart of the Week: Boomers and the Labor Participation Rate

31 January 2011 – Chart of the Week: The Zarnowitz Rule Revisited

24 January 2011 – Chart of the Week: Real Rates in China

18 January 2011 – Chart of the Week: Slack in the US Economy

10 January 2011 – Chart of the Week: Payroll Revisionism

20 December 2010 – Chart of the Week: US Mortgage Applications and Rising Rates

13 December 2010 – Chart of the Week: The Surge in Corporate Cash

6 December 2010 – Chart of the Week: Layoffs Peak Among the Unemployed

29 November 2010 – Chart of the Week: Food and Energy Prices Point to a Higher Core CPI

22 November 2010 – Chart of the Week: The Turn in US Commercial Construction

15 November 2010 – Chart of the Week: The US Consumer Steps Up to the Plate

8 November 2010 – Chart of the Week: Yuan Revaluation Goes Both Ways

1 November 2010 – Chart of the Week: Partisan Swings as the New Normal in US Politics

25 October 2010 – Chart of the Week: The Fed Gets What It Wants

18 October 2010 – Chart of the Week: The 2010 US Election Wave

11 October 2010 – Chart of the Week: The US Payroll Gap

4 October 2010 – Chart of the Week: The ISM’s Yellow Light

27 September 2010 – Chart of the Week: The Appearance of Low Inflation Can Be Deceiving

20 September 2010 – Chart of the Week: The NBER Makes It Official

13 September 2010 – Chart of the Week: The S&P Rhymes

6 September 2010 – Chart of the Week: Public and Private Unemployment in the US

30 August 2010 – Chart of the Week: Exporting the US Recovery

23 August 2010 – Chart of the Week: Mixed Signals

16 August 2010 – Chart of the Week: Financing the US Inventory Cycle

9 August 2010 – Chart of the Week: More Under the Mattress

2 August 2010 – Chart of the Week: The Housing Hockey Stick

27 July 2010 – Chart of the Week: The ISM and the “V”

20 July 2010 – Chart of the Week: The Beveridge Curve

13 July 2010 – Chart of the Week: Consumer Credit

6 July 2010 – Chart of the Week: US Payroll Cycles Revisited

28 June 2010 – Chart of the Week: Housing’s Post-Stimulus Dislocation

21 June 2010 – Chart of the Week: Upstream Core Inflation Pressures

14 June 2010 – Chart of the Week: Job openings, hires, fires, and quits

7 June 2010 – Chart of the Week: Two steps forward, one step back

1 June 2010 – Chart of the Week: The Commodities Correction

24 May 2010 – Chart of the Week: Mortgage Applications, Tax Credits, and Cash for Clunkers

17 May 2010 – Chart of the Week: Sentiment Laggards Begin to Perk Up

10 May 2010 – Chart of the Week: The North American Housing Recovery

3 May 2010 – Chart of the Week: Residential Construction Turns Positive

26 April 2010 – Chart of the Week: The Capital “V” in Capex

19 April 2010 – Chart of the Week: The other divergence in Europe

12 April 2010 – Chart of the Week: The last commodity to rally

5 April 2010 – Chart of the Week: Payroll cycles

29 March 2010 – Chart of the Week: The return of real income growth

22 March 2010 – Chart of the Week: Recession and Recovery

15 March 2010 – Chart of the Week: Déjà Voodoo In The Stock Market

8 March 2010 – Chart of the Week: The Jobs Data Turns Up

1 March 2010 – Chart of the Week: The “V” in Manufacturing Jobs

22 February 2010 – Chart of the Week: The Surge in Hide Prices

16 February 2010 – Chart of the Week: Mortgage Cure Rates

8 February 2010 – Chart of the Week: Payroll Benchmark Revisions Giveth and Taketh Away

1 February 2010 – Chart of the Week: Inventories and Bullwhips

25 January 2010 – Chart of the Week: The Housing Shortage on the Horizon

18 January 2010 – Chart of the Week: Industrial Creative Destruction

11 January 2010 – Chart of the Week: Whither the Yuan

4 January 2010 – Chart of the Week: The Zarnowitz Rule in the Business Cycle

28 December 2009 – Chart of the Week: The Impact of Analyst Earnings Revisions on the Market

21 December 2009 – Chart of the Week: Benford’s Law and forecasting economic data

14 December 2009 – Chart of the Week: Gold, the Dollar, Inflation, Growth, and Occam’s Razor

7 December 2009 – Chart of the Week: Reaping the Green Shoots

30 November 2009 – Chart of the Week: The “Price Deflator to Unit Labor Costs Ratio” and the Profits Boom

23 November 2009 – Chart of the Week: The Homebuyer Tax Credit in the news

16 November 2009 – Chart of the Week: Real Wages Boom

9 November 2009 – Chart of the Week: The Aging of the Unemployed

2 November 2009 – Chart of the Week: Housing Turns

26 October 2009 – Chart of the Week: Capital letters

19 October 2009 – Chart of the Week: Short-term corporate financing is back

12 October 2009 – Chart of the Week: The SEMI book-to-bill ratio

6 October 2009 – Chart of the Week: The short-term unemployed

28 September 2009 – Chart of the Week: Tolstoy and the Markets

21 September 2009 – Chart of the Week: Reconnecting the dots between US household spending, savings, unemployment, oil, and MEW

14 September 2009 – Chart of the Week: The Peak of “Peak Oil”

8 September 2009 – Chart of the Week: The “V” in Consumer Credit

31 August 2009 – Chart of the Week: A House Price Meta-Index

25 August 2009 – Chart of the Day: We’ve already had a “W”

24 August 2009 – Chart of the Week: The Chicago Fed’s National Activity Index provides another “V” signal

18 August 2009 – Chart of the Week: The S&P 500’s exponential moving averages flag a shift in the market

10 August 2009 – Chart of the Week: The Personal Savings Rate gets revised up again, and again, and again ….

3 August 2009 – Chart of the Week: IP Boom

27 July 2009 – Chart of the Week: The NBER Business Cycle Charts

20 July 2009 – Chart of the Week: Out with the New, In with the Old

13 July 2009 – Chart of the Week: China’s diesel imports vs Oil