Monday, July 30, 2012

Bonddad Linkfest

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Signs of coordinated action boost markets (FT) Global warming now incorporated into crop price projections (Agrimoney) South Korean busin...

Vehicle sales and the onset of recession

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- by New Deal democrat A lot of the recent economic data has been weak, but weakness does not necessarily equate with actual contraction...

Please Learn the Definition of the Word "Socialism" Before You Use It

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One of the most common words used to describe President Obama is "socialist."  If that were true, then this chart wouldn't exi...

Dammit, now I'm gonna have to change the design of my backpack nuclear bomb

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- by New Deal democrat The Wall Street Journal reports on a Fox News interview with Justice Antonin Scalia: Fox’s Chris Walla...

Morning Market Analysis; Asia To the Rescue?

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The Chinese market led the world lower, but now may be in a position to help the world markets break out of their weakness.  First, price...
Saturday, July 28, 2012

Weekly Indicators: pervasive coincident weakness, some leading strength edition

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  - by New Deal democrat In the rear view mirror, the big number reported this past week was 2nd quarter GDP. The initial throw o...
Friday, July 27, 2012

Weekend Weimar, Beagle and Pit Bull

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It's that time of the week. NDD will be here over the weekend. I'll be back on Monday. Until then.....

Initial jobless claims and the onset of recession: updated

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  - by New Deal democrat Last week I wrote that, compared with the onset of previous recessions, in which a rise of initial claims of 1...

So -- Where We We Economically?

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Over the last week, I've taken a look at the various sectors of the US economy, using the Beige Book and Ben's Congressional stateme...

Morning Market Analysis

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The entire US treasury curve is still rallying; there is no sign of any sell-off.  All the prices are still above the EMAs (all ...
Thursday, July 26, 2012

Don't Expect Any Relief in Grain Prices

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Notice that most of the bread basket is under some type of drought warning right now.  Here's the report from the NOAA: The Great P...

Where We Are: Employment

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From the Beige Book: Employment levels grew at a tepid pace for most Districts since the last report. The Boston, Cleveland, Atlanta, Chi...

Morning Market Analysis

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The IWM P&F chart shows that we had a sell-off in May and June, a rally from June to July and then a sell-off for the last few weeks. ...
Wednesday, July 25, 2012

The Joke That Is US Economc Debate

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From Bloomberg In reality, there’s remarkable consensus among mainstream economists, including those from the left and right, on most ma...

Where We Are: Services

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From the Beige Book: Demand for nonfinancial services was generally stable to slightly stronger since the previous report. Richmond noted...

Where We Are; Housing

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I'm going to continue looking at Ben's testimony and the latest Beige Book this week, largely to get a gauge of the overall conditio...

Morning Market Analysis

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Let's start by taking a long view of the BRICs. The Brazilian market is near a two year low.  Prices have been trading in a fairly ...