The Bonddad Blog

European yields drop at auction (WSJ) China's GDP slows to 8.9% (WSJ) EU inflation slows (WSJ) Dr. Copper gets a new specialty (WSJ)...

In 1952, we see some pretty wild vacillations in overall gross investment and its contributions to overall GDP.  The first quarter -- whi...

Great piece today in the WSJ on how low interest rates and economic uncertainty are creating an environment that encourages investment over ...

Let's start with what my qualifications for "liking" the current market rally. 1.) An uptick in copper 2.) A continuing ral...

- by New Deal democrat This is a continuation of my series reverse engineeering ECRI's Weekly Leading Index (WLI). I began by noting ...

The markets are closed in observance of MLK's birthday, so I'll be back in the AM.  However, NDD has a piece up shortly that will be...

NDD has had a brutal week at work and simply ran out of time this week.  As his attorney or record, I've counseled him to consumer a lar...

If ever anyone -- and I mean anyone -- could make me have hope in the current electoral situation, it is Jon Stewart and Stephen Colbert.  U...

The above chart shows the percentage contribution that personal consumption expenditures (PCEs) made to GDP in 1952, along with the contr...

This post is part of the Bonddad Economic History Project.  Above is a graph of the percentage change in GDP and the contributions of v...

Remember that I'm looking for the following events to "like" the market rally: an increase in copper, better intra-day stats i...

UK industrial production sags (FT) ECB keeps rates at 1% (FT)   China's inflation drops to 4.1% YOY (FT) Spain and Italy and succes...

Three stories over the past week caught my eye: First, we have a dry spell in South America: Crop prices rose sharply this week on worri...

- by New Deal democrat As readers know, I am trying to reverse engineer the ECRI Weekly Leading Index. Prof. Geoffrey Moore recommended 1...

Yesterday, commenter I Will Not Accept the Terms of Service (great name, BTW) asked the following question: These charts of been going up ...

Euro drops on Fitch statement (BB) US farmers probably planted the most wheat in three years (BB) Treasury sees record bid for latest 3-y...

For the last year and half, the US economy has not been able to get to "escape velocity" -- a rate of growth over 3%.  There are s...

Since the beginning of the year, I've been complaining about the market rally.  While it technically looks like it's rallying, the r...

The 60 minute IWM chart shows that prices gapped higher yesterday.  This is technically good, but notice (again) the lack of follow thro...