The Bonddad Blog
Still nerdy after all these years
Friday, July 9, 2010
Weekend Weimar and Beagle
›
It's been way too long since I've put up pictures of the kids. So here the are...
Weekly Indicators: Post Barbecue snooze edition (and update re Mish)
›
- by New Deal democrat First of all, apologies for not putting this up last week, but the weekend and real life commitments called. Besides,...
Libor Is Still Too High
›
While 3-month Libor's rise has stopped, it is still too high and indicates banks are concerned about liquidity issues.
There's Some Back Door Negotiations Going On
›
First, China announces it will not dump US Treasury Holdings: China's foreign-exchange agency sought to ease concerns about how it uses...
Yesterday's Market
›
Let's start with the equity markets. Yesterday, prices gapped higher at the open (a), but fell into a tight trading range for most of th...
Thursday, July 8, 2010
Regarding This Double Dip Talk .....
›
There has been a tremendous amount of talk lately about a double dip recession. According to some, it is just a matter of time. The idea ...
Mish: The Emperor of Doom Wears no Clothes about Retail Sales
›
- by New Deal democrat Readers may recall that I have come to regard Mish as something of a contrary indicator. By the time he trots out ...
Yesterday's Market
›
Let's start with the big news from yesterday -- the big rally in the equity markets. At the close, prices just got above key resistance....
Wednesday, July 7, 2010
Retail Sales Rise Most in 4 Years
›
From Bloomberg: U.S. retailers’ sales are growing at the fastest pace in four years, a sign consumers may be overcoming concern about unempl...
Market Sentiment: a Big, Fat, Hanging Fastball
›
- by New Deal democrat Back in 2006 and 2007, when Bonddad used to hang out at a big political blog, I would poke (lighthearted) fun at a fe...
Harbingers of the Second Half Stall
›
- by New Deal democrat Besides posting here, Bonddad and I not infrequently have phone conversations about the markets and economy (I know, ...
Yesterday's Market
›
Let's start with the euro. Remember the chain reaction that sent the markets lower: the euro dropped leading to a rise in the dollar. ...
Tuesday, July 6, 2010
ISM Drops, But Still Shows Expansion
›
From the ISM: The report was issued today by Anthony Nieves, C.P.M., CFPM, chair of the Institute for Supply Management™ Non-Manufacturing ...
Yield Curves and Recessions
›
A Great piece of research from the Cleveland Fed on yield curves and recessions. Since last month, the yield curve has dropped slightly, wi...
China Sneezes and the US Catches a Cold
›
The US economy was progressing nicely until (roughly) the end of May. Real PCEs had been increasing for about a year, business investment ...
Yesterday's Market
›
Let's start with a look at the equity markets Since the beginning of the year, the SPYs have formed a head and shoulders pattern. Price...
‹
›
Home
View web version