Saturday, December 5, 2015

Weekly Indicators for November 30 - December 4 at XE.com

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  - by New Deal democrat My Weekly Indicator post is  up at XE.com  . Appropos of Star Wars, we are all familiar with the Millenium Fal...
Friday, December 4, 2015

November jobs report: truly a mixed report, but enough for the Fed

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- by New Deal democrat HEADLINES : 211,000 jobs added to the economy U3 unemployment rate unchanged at 5.0% With the expansion firml...
Thursday, December 3, 2015

November ISM non-manufacturing confirms consumer growth

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 - by New Deal democrat This morning's ISM services report shows some weakening, but still no cause for any immediate concern. ...
Wednesday, December 2, 2015

The importance of record November vehicle sales

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 - by New Deal democrat The preliminary information shows that vehicle sales for November set yet another post-recession record:  ...
Tuesday, December 1, 2015

November ISM index confirms intensified deflationary pulse. Can the Fed listen?

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 - by New Deal democrat For the last month in my "Weekly Indicators" column, I have been writing about an intensified defl...
Monday, November 30, 2015

New home sales vs. housing permits - how unusual is the divergeance?

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  - by New Deal democrat I have a new post  up at XE.com  .  The latest housing data from October shows a new high in single family housi...
Sunday, November 29, 2015

International, US Equity and US Bond Market Week in Review

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International Bond Market Equity Market
Saturday, November 28, 2015

Weekly Indicators for November 23 - 27 at XE.com

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  - by New Deal democrat My Weekly Indicator column is  up at XE.com  .  The intensified deflationary pulse that we have seen in the last...
Friday, November 27, 2015

Corporate profits (through Q3 2015) as leading indicator for quarterly stock prices

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 - by New Deal democrat I have an update  up at XE.com , comparing corporate profits through Q3 with stock prices.
Wednesday, November 25, 2015

Updating two mid-cycle consumer spending patterns

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  - by New Deal democrat Three years ago ,  I identified  a consistent pattern whereby retail sales grew faster than the broader cate...
Tuesday, November 24, 2015

Revised Q3 GDP: there's good news, and there's bad news

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 - by New Deal democrat I have a new post  up at XE.com  discussing this morning's revisions to Q3 GDP. While the revision was posi...
Monday, November 23, 2015

One long term indicator changes to Yellow

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 - by New Deal democrat  One long leading indicator has turned from green (positive) to yellow (caution): mortgage rates. Since...
Sunday, November 22, 2015

Week in Review: International, US Bond Market and US Equity Market

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International Week in Review US Bond Market Week in Review US Equity Market Week in Review
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.