Saturday, December 19, 2015

Weekly Indicators for December 14 - 18 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com. The resiliency of the US consumer continues in the face of the globa...
Thursday, December 17, 2015

November housing report: almost all great news

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 - by New Deal democrat The November housing report overall was excellent, but there is still one nagging open question. Let...

Industrial production: the commodity collapse gets an assist frommother nature

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 - by New Deal democrat I wanted to follow up on yesterday's industrial production numbers. First of all, here is the series...
Wednesday, December 16, 2015

Good news on housing, mixed on industrial production

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  - by New Deal democrat I'm on the road right now, so this will be a brief note without graphs. I'll update later. Housing can...
Tuesday, December 15, 2015

What November real retail sales tell us

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 - by New Deal democrat I have a new post  up at XE.com  looking at this metric 4 different ways, including as a harbinger for employment...
Monday, December 14, 2015

High yield junk bonds are imploding: We're DOOOOMED!!!

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 - by New Deal democrat The market for junk bonds is imploding.  Prices for CCC-rated corporate bonds are down 21% from their peak: ...
Sunday, December 13, 2015

Weekly US Equity, US Bond Market and International Summary

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US Equity US Bond Market International 

Forecasting the 2016 election economy: the "Bread and Peace" model

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 - by New Deal democrat This is the latest installment in my series, "Forecasting the 2016 election economy," a real-time ...
Saturday, December 12, 2015

Weekly Indicators for December 7 - 11 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com  . Due to the reversal of Thanksgiving Day seasonality, we improved f...
Friday, December 11, 2015

New progressive blog aggregator

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 - by New Deal democrat By way of exploring a big increase in the number of reads of this here blog (YAY!!!), I stumbled upon a new progr...

Good news and bad news on retail sales

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 - by New Deal democrat This morning's retail sales report can be summarized as follows: +.2% headline +.4% ex-auto +.3% ex-gaso...
Thursday, December 10, 2015

Single family housing is outperforming multi-unit housing. And that tells us . . .

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 - by New Deal democrat The first thing it tells us, is that I can write a click-bait headline sending you over to my newest post  up at ...

Gas prices finally break below last winter's low

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 - by New Deal democrat Last winter gas prices bottomed at $2.02.  For the last 2 weeks, gas prices flirted with, but never broke th...
Wednesday, December 9, 2015

The Future is Bright . . . or perhaps not

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  - by New Deal democrat Bill McBride a/k/a Calculated Risk has reiterated his case for optimism, in "The Future's So Brig...
Tuesday, December 8, 2015

BREAKING: ISIS is armed with 1000s of dildos!!!

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 I'm sorry, but that's the first thing that leapt to mind when I saw this photo above a CNN story about ISIS: Yes I do h...

JOLTS, Labor Market Conditions Index continue to show a maturing expansion

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 -  by New Deal democrat Two jobs-related releases yesterday and today continue to show decelerating improvement. Yesterday the ...
Monday, December 7, 2015

A closer look at underemployment

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  - by New Deal democrat One of the big success stories in the labor market this year has been the progressive decrease in the disco...
Sunday, December 6, 2015

US Bond, US Equity and International Week in Review

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These are over at XE.com US Equity US Bond International

If 2016 is 1972 redux, is Hillary Clinton the Democrats' Richard Nixon?

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 - by New Deal democrat BooMan has had  several good article s in the past week analogizing the 2016 election to the Democrats'  dis...
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...