The Bonddad Blog

- by New Deal democrat I'm a sucker for science and for infoporn, so I found the below two images really interesting. The first shows ...

- by New Deal democrat The big monthly news released this week was continued growth in nonfarm payrolls, up 244,000 in April. February an...

It's been awhile -- but here are some pictures of the kids

- by New Deal democrat Some of you may have noticed, commodities have crashed in the last week. Oil went from over $114 to about $97 earli...

From Bloomberg: The U.S. economy added more jobs than forecast in April, easing concern that higher fuel prices are slowing the economic re...

Last week I wrote the following about the dollar: Given the above charts, and the fact nothing has fundamentally changed in the big pictur...

Let's assume that demand from emerging economies is a primary driver of the current expansion. Let's also assume that stock markets...

- by New Deal democrat For the second time in two years, Oil's choke hold on the economy is asserting itself. Acceleration in recover...

From Marketwatch: The number of people who filed new applications for jobless benefits leaped 43,000 last week to 474,000, the highest leve...

Last week I wrote the following about the oil market: This week, I'm still left with the feeling that traders are sensitive to the over...

Last week, I noted that three regional Fed manufacturing surveys had printed lower numbers in their latest reading. As I described it, the ...

- by New Deal democrat On Monday I said : I have argued . . . that [last summer’s slowdown] was a classic case of classic psychological cond...

I want to continue with a look at the Great Depression from another angle, which is the percent the annual BEA data in a "contributions...

- by New Deal democrat A couple of weeks ago, I made the case that the Oil shock of 2011 had begun . Consumer confidence, on cue, had sud...

Below are six, longer term futures contracts. I have put them up to demonstrate the futures prices are falling or stalling in a number of m...

- by New Deal democrat With the updating of GDP and April sales data, let's take a look at two leading indicators for employment growt...

From the WSJ: India's central bank raised its lending rate by 0.50 percentage point Tuesday and announced a new monetary policy framewo...

I'm going to continue looking at the Great Depression from a different perspective; that of the year to year percentage change in variou...

Last week I wrote the following about the Treasury market: I'm treating the current action as a consolidation range and would wait to ...

From the WSJ: The months-long rally in commodity prices has sparked fears it could ignite inflation or cripple consumer spending. But a sur...