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  • The blog's first birthday

    Its now a year since the blog started. Since then, 213 postings have appeared. It is now read in 72 countries and 620 cities (shown above). Most encouragingly, readership continues to steadily increase. Since January, it has risen a further 301%. The blog's aim is to identify 'the influences...
    Posted to ICIS Blogs (Weblog) by Anonymous on 07-05-2008

  • US housing slows again

    Financial markets have been buoyant in recent weeks, as I noted recently . But this is at odds with actual newsflow. The chart above, from Kevin Swift’s excellent weekly report for the American Chemistry Council, highlights once again the dire state of US housing. March should be a buoyant month for...
    Posted to ICIS Blogs (Weblog) by Anonymous on 04-27-2008

  • UK ‘at risk of US-style housing slump’

    UK readers, and others invested in the outlook for the UK housing market, may be particularly interested in the FT this weekend. It devotes 2 prime pages to a detailed analysis by Fitch, the ratings agency, of sub-prime and buy-to-let lending. As we know from the US, these are the most risky types of...
    Posted to ICIS Blogs (Weblog) by Anonymous on 04-19-2008

  • US banks tighten as the Fed eases

    The US Fed has dramatically cut interest rates by 1.25% recently. But as it eases, so US banks seem to be tightening their lending criteria for mortgages. Present standards are the tightest recorded Since 1990, the Fed has asked banks about their lending standards . The chart above (by Merrill Lynch...
    Posted to ICIS Blogs (Weblog) by Anonymous on 02-10-2008
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