The Bonddad Blog
Still nerdy after all these years
Wednesday, January 28, 2026
Regional Fed manufacturing indexes suggest rebound continued in January, with continued inflationary (tariff-related?) pressures
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- by New Deal democrat Although the last federal government shutdown has been over for 2.5 months — and a new one might begin this weeken...
Tuesday, January 27, 2026
Repeat home sales indices for November indicate continued rebalancing vs. new home prices — at a glacial pace
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- by New Deal democrat For the past year, my view has been that the housing market is in recessionary territory, although that has not tr...
Monday, January 26, 2026
Stale data watch: manufacturers’ new orders soared in November — more evidence of AI data center building?
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- by New Deal democrat With another likely government shutdown looming at the end of this week due to DHS funding, we are still playing c...
Saturday, January 24, 2026
Weekly Indicators for January 19 - 23 at Seeking Alpha
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- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. The trends from last year are continuing so far this year. On ...
Friday, January 23, 2026
Economic cycle indicators update: the Autumn Shutdown Stall
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- by New Deal democrat Now that we have the very important personal income and spending data through November, here is a look at the wide...
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