Saturday, January 30, 2016

Weekly Indicators for January 25 - 29 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com  . The trend of some poor data becoming "less worse" conti...
Friday, January 29, 2016

Three positive takeaways from 4th Quarter GDP

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 - by New Deal democrat Aside from the fact that it was positive, there were at least three particularly nice positives in the GDP...
Thursday, January 28, 2016

Holy Cr*p!!! Apartment rents soar 5% in Q4 2015

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 - by New Deal democrat What happened to apartment rents in the 4th quarter was jaw-dropping.  My take is  up at XE.com  . Meanwhile h...
Wednesday, January 27, 2016

The big trends of 2015 look like they are abating

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 -  by New Deal democrat It's a slow week, with the big news coming on Friday with the release of Q4 GDP. In the meantime,...
Tuesday, January 26, 2016

Mixed news on the US$

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 - by New Deal democrat The strength of the US$ is the biggest reason why the US economy has been slowing down.  In general, any Y...
Sunday, January 24, 2016

A simple question: who is more likely to be right?

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 - by New Deal democrat Mom and Pop  investors: From April through Dec. 30 last year,  mutual fund investors  yanked money fro...

Weekly International, Bond Market and Equity Market Round Ups

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International Week in Review Bond Market Week in Review Equity Market Week in Review
Saturday, January 23, 2016

Weekly Indicators for January 17 - 21 at XE.com

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 - by New Deal democrat My Weekly Indicator post is up at XE.com  . There has been a rebound to "less bad" readings in a numb...
Friday, January 22, 2016

Hoarding in plain sight 2016: the importance of Chinese stockpiling

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  - by New Deal democrat Back in 2008, I wrote an article called Hoarding in Plain Sight,  making the argument that the tightness in oil...
Wednesday, January 20, 2016

A mixed report on December housing permits and starts

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  - by New Deal democrat Housing is the single most leading sector of the economy.  The record warmth in the Northeast in December just a...

The consumer is alright

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  - by New Deal democrat The negative deflation report for consumer prices in December confirms that the US consumer is alright, an...
Tuesday, January 19, 2016

Has the energy bust helped or harmed average Americans?

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  - by New Deal democrat In the last week, we've seen an emergiing Doomer meme of, "See, we told you, the decline in oil pr...
Monday, January 18, 2016

This is still just a commodities recession (with a side of climate)

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  - by New Deal democrat I've been ridiculing Doomers - who always and everywhere only see bubbles, if data is going up, and crashes...
Sunday, January 17, 2016

Weekly Summation of International, Bond Market and Stock Market Activity

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International Week in Review Bond Market Week in Review Stock Market Week in Review
Saturday, January 16, 2016

Weekly Indicators for January 11 - 15 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com  . The monthly data reported yesterday, which so jarred the market, ...
Friday, January 15, 2016

I interrupt this Doomgasm

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  - bby New Deal democrat To put a little perspective on today's economic news, remember that 3 of the 4 reports primarily refle...

A "quadfecta" of important economic news

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 - by New Deal democrat Today sees 4 important data releases: retail sales, producer prices, industrial production, and total busine...
Thursday, January 14, 2016

My forecast for 1H 2016

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 - by New Deal democrat This is up  at XE.com  . As usual, I am not being a trend-follower.  Rather I am trying to anticipate where th...
Wednesday, January 13, 2016

JOLTS, Labor Market Conditions update

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 - by New Deal demorat In the last few days, the Labor Market Conditions Index and JOLTs data have given us a more detailed look at ...
Tuesday, January 12, 2016

South Carolina's best attribute

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 - by New Deal democrat Really, really , REALLY cheap gas: Shame about their school systems and infrastructure though.