The Bonddad Blog

 - by New Deal democrat In July monthly data reported this past week, existing home sales rose, while new home sales fell sharply, conf...

NDD will be here over the weekend; I'll be back on Monday.

Riffing off the grain post from earlier today, here's a chart of the year over year percentage change in food CPI.  Notice that prices a...

From the Financial Times: The US drought of 2012, the worst since the Dust Bowl years of the 1930s, is finally releasing its grip on wor...

- by New Deal democrat If you were wondering why I spent so much time and effort researching the the "median wage " and "...

- by New Deal democrat I wanted to follow up on a point I made the other day in my post about "Three ways to look at interest rate...

The chart above from the St. Louis Federal Reserve shows non-durable (in blue) and durable goods (in red) purchases, with 2007 being base...

The situation in India continues to deteriorate. First, yields are spiking: A surge in Indian sovereign debt costs to a 12-year high thi...

- by New Deal democrat Prof. Noah Smith writes a searing indictment of most macro economic theory, saying: But macro was a different...

. - by New Deal democrat I remain mystified why virtually the entire Econo-commentariat fails to notice the importance of the Oil choke c...

India is in a very difficult position, as it seems that several major macro-level economic problems are coming to a boil. First, they ha...

Oil is consolidating in a symmetrical triangle pattern between 104 and 108.  If I was to place any bets, I'd wager a move higher.  Al...

- by New Deal democrat The impact of the Fed's "taper" on longer term bonds has been one of the big events of the last th...

I will admit upfront that I do not get into the personalities of the various Fed presidents; I couldn't tell you who's a dove or haw...

From Bloomberg: Investors are favoring U.S. stocks over emerging markets by the most ever as fund flows and volatility measures show inst...

Consider the following charts: Industrial production has increased the last four months.  However, the last 9 readings of this metric ...

As always, let's start with last week's economic releases: The Good Prices are under control.  CPI increased .2% (2% Y/Y) ,  PP...

 - by New Deal democrat There was a full plate of July monthly data this past week. Industrial production laid a big goose egg, unchan...

I'll be back on Monday; NDD will be here over the weekend.

- by New Deal democrat This is the final installment in a series I began a couple of months ago, after Pulitzer Prize winning journal...