Saturday, February 6, 2016

Weekly Indicators for February 1 - 5 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at at XE.com  .  The big news this week was what happened to the US$.
Friday, February 5, 2016

Ed Morrissey Should Really Stop Writing About Economics

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     Y'know ... Ed Morrissey of Hot Air is consistent.  For the last 8 years (which, interestingly enough, corresponds with the Obama pr...

January jobs report: an hours, wages, and participation surge under the headlines

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- by New Deal democrat HEADLINES : 151,000 jobs added to the economy U3 unemployment rate down -0.1% to 4.9% With the expansion firm...
Thursday, February 4, 2016

Forecasting the 2016 election economy: it turns out consumers really do vote their wallets

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 -  by New Deal democrat For the last 7 months, I have been engaged in a real-time experiement to see if I could use economic indicator...
Wednesday, February 3, 2016

My forecast for the 2nd half of 2016

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  - by New Deal democrat My forecast for the 2nd half of this year is  up at XE.com .  US$ permitting . . . .
Tuesday, February 2, 2016

Another sign the industrial recession is bottoming: ISM inventories vs.new orders

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 - by New Deal democrat The overall most important economic question this year is whether the industrial recession caused mainly by t...
Monday, February 1, 2016

Consumers have spent about 20% of their gas savings

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 - by New Deal democrat Real personal consumption expenditures rose 0.1% in December, positive but something of a disappointment  c...
Sunday, January 31, 2016

John Hinderakar Continues His Long Period of Economic Incompetence

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Update: Let's think about this:  As I show below, Minnesota is at full employment with solid, state-wide wage gains above the national a...

Weekly Bond, Equity and International Round-Up

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