The Bonddad Blog
Still nerdy after all these years
Wednesday, July 29, 2026
Has America become an “extractive economy”? The ‘tell’ of interest rates and inflation
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- by New Deal democrat There is a quote, allegedly from Alexander Frazer Tytler over 200 years ago, but apparently actually originating i...
Tuesday, July 28, 2026
Is the disinflation in repeat home sales prices ending?
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- by New Deal democrat There may be a new, slightly accelerating, trend developing in house prices — or it may just be noise. The former,...
Monday, July 27, 2026
Two cheers for increasing manufacturers’ new orders
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- by New Deal democrat This is another one of those weeks when most of the important new data is crammed into one day, in this case Q2 GD...
Sunday, July 26, 2026
The NY Times finally tells its readers what I’ve been telling you for the last 6 months: wealth effect edition
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- by New Deal democrat Via Ben Casselman, who authored the piece, here is the headline for a NYTimes article from last Wednesday: As he s...
Saturday, July 25, 2026
Weekly Indicators for July 20 - 24 at Seeking Alpha
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- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. With the renewed warmaking in the Middle East, the price of oi...
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