Saturday, November 21, 2015

Weekly Indicators for November 16 - 20 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com  . The recent intensification in commodity delcines, the dollar surg...
Thursday, November 19, 2015

Comparing total real labor compensation growth across economicexpansiions

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 - by New Deal democrat With few exceptions, people don't get a job for social reasons.  They go to work each day in order to earn ...
Wednesday, November 18, 2015

Psssst! Single family housing permits at nearly 8 year high

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  - by New Deal democrat Don't tell anybody!  I have a new post  up at XE.com , showing how single family vs. multi-unit construction...
Tuesday, November 17, 2015

Industrial production: oil patch down, manufacturing at new high

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- by New Deal democrat You will probably read some commentary from the usual suspects about how yet another negative industrial productio...
Monday, November 16, 2015

ECRI's "Deceptive" wage growth is actually pretty common

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 - by New Deal democrat I have a new post  up at XE.com  . ECRI has some new commentary claiming that wages are only growing because ag...
Sunday, November 15, 2015

International, Bond Market and Equity Market Columns Are Up At XE.com

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International Bond Market Equity Market
Saturday, November 14, 2015

Weekly Indicators for November 9 - 13 at XE.com

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 - by New Deal democrat My Weekly Indicators piece is  up at XE.com  .  The deflationary pulse intensified further this week.
Friday, November 13, 2015

As the global deflationary pulse intensifies, the SS US Eonomy takes on more water

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 - by New Deal democrat I have a new post  up at XE.com .  There has been a renewed deflationary pulse in the global economy, and as a re...
Thursday, November 12, 2015

JOLTS Hires and Quits turn negative YOY; Labor Market Conditions Index uninspiring

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 - by New Deal democrat When it comes to the monthly JOLTS reports, most commentators in my opinion are missing the big story, focusi...
Wednesday, November 11, 2015

5 graphs for 2015: October update

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 -  by New Deal democrat At the end of last year, I highlighted  5 graphs to watch in 2015.   We are now 10 months through the ye...
Tuesday, November 10, 2015

Expect the boom in apartment construction - and rents - to continue

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 - by New Deal democrat I have a new post  up at XE.com  . Between stagnant wages and increasing demand from the large Millennial gener...
Monday, November 9, 2015

Forecasting the 2016 election economy: in which I respond to Nate Silver

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  -by New Deal democrat As you all know, I have been writing a series about "Forecasting the 2016 election economy." In genera...
Sunday, November 8, 2015

International, US Equity and US Bond Market Week in Reviews

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Bond Market International  Equity Market
Saturday, November 7, 2015

Weekly Indicators for November 2 - 6 at XE.com

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 - by New Deal democrat My Weekly Indicators piece is  up at XE.com  . Several trends in the US economy have all intensified within th...
Friday, November 6, 2015

Houses, cars, and now jobs too say US growth intact

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 - by New Deal democrat I have a new post up  at XE.com  .  Strong jobs reports like this morning's are inconsistent with any near-te...

October Jobs report: blowout raises odds of December Fed action

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- by New Deal democrat HEADLINES : 271,000 jobs added to the economy U3 unemployment rate down -0.1% to 5.0%  With the expansion fir...