The Bonddad Blog
Still nerdy after all these years
Monday, April 25, 2011
Equity Week in Review and Preview of the Upcoming Week/Month
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Last week I wrote the following about the markets: For the last few weeks, I've felt the market was going to be moving sideways. That i...
Friday, April 22, 2011
Weekly Indicators: R.I.P. Joe Battipaglia edition
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- by New Deal democrat The big monthly news this week was the continued advance of the Leading Economic Indicators for March, up 0.4. Februa...
Leading Indicators Up .4
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From the Conference Board: Says Ataman Ozyildirim, economist at The Conference Board: “The U.S. LEI continued to increase in March, pointin...
Friday Linkfest
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Corey looks at the Treasury and silver market. Invictus takes Heritage to task (again) -- and Menzie Chinn follows up as well . College l...
Thursday, April 21, 2011
Friday Dollar Analysis
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Here is what I wrote about the dollar last week: Adding all of these factors together, we get a chart that is fundamentally very bearish in...
Money Velocity Is Way Too Low
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The velocity of money is defined thusly: The speed with which MONEY whizzes around the economy, or, put another way, the number of times it...
Obama approval: in fact it's a gas, too
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- by New Deal democrat Yesterday I discussed how Oil prices have shot up enough to be considered a "shock" to the economy. One ...
Beige Book, Part IV: Banking/Finance
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From the Federal Reserve: NY: Bankers report decreased demand for consumer loans and residential mortgages, increased demand for commercial...
Thursday Oil Market Analysis
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Last week, I wrote the following about the oil market: Going forward, I would expect prices to continue moving lower. However, I would vie...
Wednesday, April 20, 2011
Beige Book Part III; Prices
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From the Federal Reserve: Input prices rose in most Districts, particularly for cotton and other agricultural commodities, petroleum-based ...
The Oil shock of 2011 has begun
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- by New Deal democrat With Oil near $110 a barrel and gasoline prices over $3.75 a gallon, it seems worthwhile to revisit a post I wrote ...
Tuesday, April 19, 2011
The Copper Market; An Overview
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The multi-year chart of copper shows that prices are right at levels achieved during the height of the last expansion. Prices -- like most...
Chinese Inflation Is a Central Problem
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From the NY Times: As the United States and Europe struggle to get their economies rolling again, China is having the opposite problem: fig...
Americans Shunning Homes
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From Bloomberg: The most affordable real estate in a generation is failing to lure buyers as Americans like Pauli sour on the idea of home o...
Beige Book Part II; Manufacturing
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From the Federal Reserve Boston: Business is good overall at most responding manufacturers. One firm in the chemical business reports that ...
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