The Bonddad Blog

Still nerdy after all these years

Saturday, September 3, 2011

Weekly Indicators: lack of confidence hurricane warning edition

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- by New Deal democrat In the rending of garments over yesterday's jobs report, it is easy to overlook that most of the monthly da...
Friday, September 2, 2011

The "0" Jobs Report

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With Bonddad on vacation, I thought I would step in and summarize this less than stellar jobs report (its me SilverOz). Let's start o...

Notes on the employment report

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- by New Deal democrat Although there were some important silver linings, there are a lot of red flags in this mornings' employment ...
Thursday, September 1, 2011

Looking at construction spending

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- by New Deal democrat One simplified way to look at why the recovery in jobs in the last two years has been so anemic is simply to no...
Wednesday, August 31, 2011

Is the bottom in housing prices staring us in the face?

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- by New Deal democrat Many if not most times you will see me cite year-over-year trends in economic data. This is because prior researc...

Bonddad's Summer Vacation

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I'm taking the rest of the week off along with labor day on Monday. NDD may or may not be around, but I'll be back next Tuesday. H...
Tuesday, August 30, 2011

Housing price declines lessen further in August

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- by New Deal democrat Housing Tracker's final report of asking prices in 54 metropolitan areas for August is in, and it shows that...

The Economy is A Moving Target

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Over the weekend, NDD posted an article titled, The Doomers Tell a Compelling Story... Until You Look At Their Record. He noted that despit...
Monday, August 29, 2011

Treasury Tuesdays

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Last week, I wrote the following about the treasury market: Overall, the IEFS are looking over-extended in the short run; prices have move...

The data and renewed recession: update

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- by New Deal democrat A couple of weeks ago I wrote a summary called The data says: no double dip recession . No sooner had it come, ou...

Thoughts on Ben's Speech

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On Friday, Bernanke made a very important speech, the last part of which has been under-reported. Consider the following: To achieve ec...

Economic Week in Review

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Consumer Spending: consumer sentiment moved slightly higher in the last two weeks of the month, rising from 54.9 to 55.7. However, it'...

Equity Week in Review and Preview of the Upcoming Week/Month

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Last week, I wrote the following about the market: The good news is it looks as though the market found a temporary bottom. But we are h...
Sunday, August 28, 2011

Weekend rant: the Doomers tell a compelling story -- until you look at their record

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- by New Deal democrat A commenter has asserted that I rely on nothing more than post-WW2 data, and therefore my conclusions are bogus...
Saturday, August 27, 2011

Weekly Indicators: on the verge of a self-reinforcing downturn edition

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- by New Deal democrat Monthly data was mixed. New home sales were down slightly, but essentially have been flat all year. Durable g...
Friday, August 26, 2011

Thinking About Ben

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So, the Fed did nothing. Don't be surprised, because, frankly, there isn't much they could actually do right now. Consider this ...

The Washington Lobotomy Factory Proves Itself -- AGAIN

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From the NY Times: In a turning of the tax policy tables, Democrats are increasingly hammering on Republicans who oppose the president’...
Thursday, August 25, 2011

Friday Dollar Analysis

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Last week, I wrote the following about the dollar: Until the dollar moves convincingly below the 20.9 area, we're still in a trading ...

More Thoughts and Observations on Food Inflation

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While energy prices get all the headlines, food inflation does not. I don't know why that is, but it does seem to be the way of things....

Not That We Actually Need to Repair Our Infrastructure

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There are currently 875 water main breaks in the City of Houston. Wouldn't it be nice to repair the infrastructure of the city to actua...
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