The Bonddad Blog
Still nerdy after all these years
Saturday, September 12, 2026
Weekly Indicators for September 7 - 11 at Seeking Alpha
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- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . The story of this past week is the same story of the several ...
Friday, September 11, 2026
August core inflation benign, but energy related prices make all the difference for headline
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- by New Deal democrat After benign June and July consumer inflation due mainly to the temporary decline in energy prices, August inflati...
Thursday, September 10, 2026
The same suboptimal stagnant existing homes market continued in August
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- by New Deal democrat For the last three years, the market for existing homes has been rangebound. While there may be some slightly upw...
Continued very low jobless claims, and a note about vulnerability to a stock market shock
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- by New Deal democrat With other news (finally!) out today, let’s take at least a brief look at jobless claims. Initial claims declined ...
Wednesday, September 9, 2026
Updating the potential for an Iran war oil shock
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- by New Deal democrat When the Iran war started this past March, I wrote about the potential for an oil shock and a resulting recession....
Tuesday, September 8, 2026
Scenes from the good August employment report
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- by New Deal democrat The late Jeff Miller (“Old Prof” at Seeking Alpha) used to say that you have to leave your ideological priors at t...
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