The Bonddad Blog

Still nerdy after all these years

Saturday, January 11, 2014

Weekly Indicators for January 6 - 10 at XE.com

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  - by New Deal democrat This week's edition of Weekly Indicators is  up at XE.com . Real M2 continues to decelerate, and could tur...
Friday, January 10, 2014

Unemployed and underemployed but want a job now

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  - by New Deal democrat Here is the measure of people who aren't in the labor force because they aren't looking for a job, but s...

BIG Employment Miss

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From the BLS: The unemployment rate declined from 7.0 percent to 6.7 percent in  December, while total nonfarm payroll employment edged up...

Why I think EPI's "missing workers" claim is wrong, and maybe close to impossible

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 - by New Deal democrat [Update: graphs and links now added.] Today we will get the final employment report for 2013, and the alternati...
Wednesday, January 8, 2014

A rare stock market forecast for 2014

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  - by New Deal democrat I have a new post up  at XE.com , commenting on recent speculation about a stock market crash vs. a pullback due...
Monday, January 6, 2014

2014 forecast: a year of deceleration

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   - by  New Deal democrat My method of foecasting is pretty simple. In fact, so simple, I call it the K.I.S.S. method. Even though th...

Upper 90s-100 Area Still Tough on Oil Prices

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With the exception of the summer driving season (roughly late May - late September), oil prices have met with still resistance in the upp...
Saturday, January 4, 2014

International Week in Review

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Last week, the big news was from the manufacturing sector, which was the primary driver of most market activity.   Here's a link.

Weekly Indicators for Dec.30 - Jan. 2 at XE.com

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  - by New Deal democrat My Weekly Indicators column is  up at XE.com .  The coincident data looks good, but deceleration in the long lea...
Friday, January 3, 2014

Real money supply: significant deceleration, but still positiive

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  - by New Deal democrat It won't be a surprise to anyone who reads my "Weekly Indicators" column that I have something of ...
Thursday, January 2, 2014

Calculated Risk and I have made a bet on housing's direction in 2014

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  - by New Deal democrat Bill McBride, a/k/a The Nicest Blogger on the Internet, and I have almost always seen eye-to-eye on the matter o...
Tuesday, December 31, 2013

International Economic Predictions for 2014

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This is over at XE.com

Marking my forecast for 2013 to market

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  - by New Deal democrat It's time to mark my 2013 forecast from back in January to market. Here's what I said back in Janu...
Monday, December 30, 2013

Rethinking the EUR/USD Double Top Thesis

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This is over at XE.com

The Important economic trends of 2013

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 - by New Deal democrat I have a look back at  12 important economic trends of 2013  up at XE.com. Before I post my 2014 forecast, I st...
Sunday, December 29, 2013

A thought for 2013: The Progressive Economic Case is still Equality, not Armageddon

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  - by New Deal democrat Six years ago I posted an essay on Daily Kos entitled  The Progressive Economic Case: Inequality,not Armageddon ...
Saturday, December 28, 2013

Weekly Indicators for December 23-27 at XE.com

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- by New Deal democrat Weekly Indicators is  up at XE.com . While the tone is still positive, relative weakness spread into more of the...

International Economic Week in Review

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This is over at XE.com
Friday, December 27, 2013

OH NOES!!! So far in the year of Obamacare implementation, 100% of all net jobs created hae been pa- ... wait, what? ... FULL time jobs?!?!?

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- by New Deal democrat Remember how the implementation of Obamacare was killing full time jobs? Doomers, both right and left, were sure ...
Thursday, December 26, 2013

Year-end posting

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  - by New Deal democrat We've reached the end of the year, and data will be light until next Thursday.  But I'm not done. Tomo...
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