The Bonddad Blog

  - by New Deal democrat Tomorrow begins July, meaning that we have arrived at midyear, the point by which ECRI predicted we would enter a...

Hey all This is Bonddad.  I'm taking a long weekend this weekend (actually, my allergies kicked-up and now I have a really annoying he...

I have to admit, I and NDD had a post ready to go up in the event the court over-turned the ACA.  However, that is not necessary for obvious...

The industrial metals ETF has been dropping since the beginning of March, falling from a level of 21.5 to 17.5 -- a drop of nearly 18.6%....

From the Conference Board: The Conference Board LEI for Australia fell sharply in April led by a large decline in building approvals (Apri...

Tomorrow we should hear from the Supreme Court regarding health care.  Health care is by far the largest part of the US economy, totaling ab...

  - by New Deal democrat Although the economy has obviously slowed down in the last 3 months, and I expect the data to continue to look n...

The weekly chart of the Chinese market shows that -- although prices are now below the 200 day EMA -- they have steadied above the 32 pri...

GOP clash looms over tax bill (The Hill) How Republicans made it possible to vote against the mandate (WaPo) Chicago Fed national activit...

The daily chart is very bearish.  Let's start with the price section and move outward. 1.) Prices have been dropping for two months...

Something that we really haven't touched on is why does the EU situation hurt the US?  After all -- they're over there, and we'r...

  -  by New Deal democrat This morning's Case Shiller report of repeat home sales is more evidence that housing prices have already bo...

The five minute chart shows the overall price action for the markets yesterday.  Prices gapped lower at the open and moved lower all morn...

Transportation bill again up for extension (CNN) The source of the global economic stalemate (WaPo) How policy has contributed to the gre...

It's taken me a very long time to get my head around the idea of the "liquidity trap" -- and frankly, I'm not sure I still...

Once again, we had a week where the overall economic news was, at best, bad. Consider the following: Australian Leading Index declines: ...

Let's start with a look at the macro environment.  Stocks are selling off.  Developing markets are in bear markets.  Commodities are dro...

 - by New Deal democrat Here's a question for a summer Sunday:  what is your favorite summertime beverage, alcoholic or not? Last s...

  - by New Deal democrat The monthly data released this past week was much better than last week's.  Housing permits rose to a new 3+...

A few weeks ago, the Federal Reserve issued the Flow of Funds report.  This is a great document, as it comprehensively looks at the US econo...