Saturday, March 5, 2016

Weekly Indicators for February 29 - March 4 at XE.com

›
 - by New Deal democrat My Weekly Indicators post is  up at XE.com . This is one of those time when watching the high frequency data is...
Friday, March 4, 2016

February jobs report: solid headlines, decidedly mixed internals

›
- by New Deal democrat HEADLINES : +242,000 jobs added to the economy U3 unemployment rate unchanged at 4.9% With the expansion firm...
Thursday, March 3, 2016

February ISM manufacturing suggests slowdown still has a ways to go

›
 - by New Deal democrat I wrote a month ago that before either an inventory slowdown or a recession end, the new orders sub-index o...
Wednesday, March 2, 2016

Houses and cars put up a yellow flag

›
 - by New Deal democrat I have a new post about the two most leading sectors of the consumer economy - housing and cars -  up at XE.com ...
Tuesday, March 1, 2016

The danger of Donald Trump the demagogue: What Larry Summers Said

›
 - by New Deal democrat Apologies for the light posting this week.  I'm travelling again. No photo this time, but I just paid $1.4...
Monday, February 29, 2016

Fed rate hikes and rents: What Dean Baker says

›
 - by New Deal democrat Dean Baker notices  that, excluding shelter, consumer prices have only "surged" from negative to +0....
Sunday, February 28, 2016

Weekly Review From Bonddad

›
International Economic Week in Review US Equity Week in Review US Bond Market Week in Review
Saturday, February 27, 2016

Weekly Indicators for February 22 - 26 at XE.com

›
  - by New Deal democrat My Weekly Indicators column is  up at XE.com .  The bifurcated economy of last year is undergoing some important...
Friday, February 26, 2016

Making sense of the housing muddle, part 2

›
 - by New Deal democrat Yesterday I noted that the housing market lately has been subject to a lot of conflicting crosscurrents, and...
Thursday, February 25, 2016

Making sense of the housing muddle, part 1

›
 - by New Deal democrat I've been withholding comment on the housing market while waiting for the state-by-state breakdown, whic...
Wednesday, February 24, 2016

Gas prices look like they have finally (seasonally) bottomed

›
 - by New Deal democrat Gasoline refiners are in the process of switching over to their summer blend, which means that gas prices at...
Tuesday, February 23, 2016

Comparing modern industrial recessions

›
 - by New Deal democrat I have a new post  up at XE.com , comparing the current situation with the 2001 recession.
Monday, February 22, 2016

A Simple Explanation Of the Infrastructure Investment Idea So Simple Even A Stupid Jackass Could Understand It

›
I'm going to make this as easy as possible for the simply minds to understand. 1.) The US infrastructure is in terrible shape.  2.) ...
Sunday, February 21, 2016

International, US Equity and US Bond Market Reviews

›
These are over at XE.com: International Week in Review US Equity Market Week in Review US Bond Market Week in Review

A thought for Sunday: term limits for Supreme Court Justices

›
 - by New Deal democrat The death of Antonin Scalia, who was an Associate Supreme Court Justice for 30 years, has put a spotlight on th...
Saturday, February 20, 2016

Weekly Indicators for February 15 - 19 at XE.com

›
 - by New Deal democrat My Weekly Indicator post is  up at XE.com  .  Several data series flipped this week.  Most notably, Real M1 dece...
Friday, February 19, 2016

The worker/consumer is alright: real retail sales and real compensation

›
  - by New Deal democrat With this morning's report that consumer prices were unchanged in January, I can update several of my favori...

Corporate profits: why the US in not in recession

›
 - by New Deal democrat The other day I wrote that the current slowdown does not meet the definition of a recession.  It is not a broad d...
Thursday, February 18, 2016

Leading Indicators: not good, but not DOOOMED either

›
 - by New Deal democrat The January index of Leading Economic Indicators fell -0.2, its 4th decline in 7 months, as shown in this gr...
Wednesday, February 17, 2016

Industrial production: Why the US is not in a recession

›
 - by New Deal democrat This morning's industrial production numbers clarify why the US economy is not in a recession. Alth...