The Bonddad Blog

A quick note from Bonddad: with the market closed on Monday, we'll be back on Tuesday. - by New Deal democrat This was a sparse week for...

There are three areas of the economy that are causing me concern. Consider the following charts of the 4-week moving average of initial unem...

Last week, I wrote the following about the dollar: Right now, we're in the middle of a technical bounce higher so far has not disrupted...

From the WSJ: Food inflation in India accelerated in the week ended May 14, diminishing hopes of any near-term relief for consumers from re...

- by New Deal democrat Yesterday, Macroeconomic Advisors cut their 2Q GDP forecast, which caused Professor Brad Delong to say "IT...

I detest Donald Luskin . He is intellectually lazy and shallow; his commentary is nothing more than oft repeated catch-phrases. Most impo...

Which is for the Fed to consider using the cost of labor as the preferred measure to determine Fed interest rate action. This paper assumes ...

Last week, I wrote the following about the oil market: So, a move below 96 is a good shorting opportunity. I would wait to go long at leve...

From the Richmond Fed: Manufacturing activity in the central Atlantic region paused in May, after expanding during the previous seven month...

There's been a great debate/discussion in the economic blogsphere between David Altig at Marcoblog , Barry Ritholtz and Calculated Risk...

Today, I again want to look at copper, but largely because of an article from yesterday's WSJ: Dr. Copper is feeling under the weather. ...

- by New Deal democrat One of the refrains from the last few years has been that "Banks need to write off hundreds of billions of dolla...

- by New Deal democrat The Pied Piper of Doom claims he doesn't make "predictions," so to be fair, the following statement he ...

I believe one of the reasons for the current slowdown is high commodity prices. And while oil an gas get all the attention, I believe that f...

Last week I wrote the following about the Treasury market: My analysis of the Treasury market has not changed. The market is moving higher...

The huge drop down is obviously the earthquake. Since the, the market has been trading sideways. We have a triangle top forming, but the l...

Both NDD and I see a slowdown occurring right now. The question for both of us now is, will the economy snap back? Consider this articles ...

- by New Deal democrat Most state budgetary years run from June 30 to June 30, so we are rapidly approaching the moment of truth where we ...

Last week, I wrote the following about the market: In short, none of the other markets are giving us any hope for an upside break-out. I w...

- by New deal democrat This past week brought a spate of poor numbers, highlighted by the decline of -0.3 in the April LEI, only the secon...