Saturday, March 26, 2016

Weekly Indicators for March 21 - 25 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . I have inaugurated coverage of a rolling average of the regional F...
Friday, March 25, 2016

Corporate profits head south

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 - by New Deal democrat At long last, the BEA has released corporate profits for Q4 2015.  Here's the bad news: Corporate ...

Bonddad Friday Linkfest

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Next Thursday, March 31 at 3PM CST, I'll be doing a free webinar that will review the last month or so of US economic data along with ...
Thursday, March 24, 2016

Has housing peaked? An updated look

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 - by New Deal democrat The relationship is weak, but various housing series tend to peak in order.  With February data completed with ye...

Bonddad Thursday Linkfest

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A week from today (Thursday, March 31) at 3PM CST, I'll be doing a free webinar that will review the last month or so of US economic dat...
Wednesday, March 23, 2016

Time to Go Long on Emerging Markets?

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Is Industrial Production "less bad"?

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  - by New Deal democrat One of my pet peeves is analysis that relies too much on Year-over-year comparisons, as in "X is still YoY...

Bonddad Wednesday Linkfest

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Don't forget about our monthly economic and market review on Thu March 31 at 3PM.  It's a free webinar.   You can sign up at this li...
Tuesday, March 22, 2016

Global Economy Has Taken Some Hits Already This Year ... And It Shows

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This is quite a series of events from Fed President Lockhart. We know that in January and early February, the world's financial market...

One of these business metrics is giving a false signal

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 - by New Deal democrat The recent poor numbers on wholesaler and retailer inventories and sales stand in stark juxtaposition to the im...

Bonddad Tuesday Linkfest

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Don't forget about our monthly economic and market review on Thu March 31 at 3PM.   You can sign up at this link. Existing home sales ...
Monday, March 21, 2016

Five graphs for 2016: March update

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 - by New Deal democrat At the beginning of this year, I identified graphs of 5 aspects of the economy that most bore watching.  With th...

Bonddad Monday Linkfest

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Don't forget about our monthly economic and market review on Thu March 31 at 3PM.   You can sign up at this link. The drama increases ...
Sunday, March 20, 2016

US Equity, US Bond and International Week in Review

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These are over at XE.com U S Equity Market Week in Review US Bond Market Week in Review International Week in Review Don't forge...
Saturday, March 19, 2016

Weekly Indicators for March 14 - 18 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up to XE.com . Most of the negative trends of 2015 have abated.  And then there...
Friday, March 18, 2016

Jazz Shaw Doubles Down on Stupid

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     One of the great things about suffering from the Dunning-Kruger  effect -- which Jazz Shaw clearly does -- is that you don't know w...

JOLTS adds to accumulating evidence of late cycle weakness

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 - by New Deal demorat Yesterday's JOLTs report (note: for January) has given us a more detailed look at the jobs market.  Last...

Bonddad's Friday Linkfest

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At 3PM CST on Thursday, March 31, we’ll be reviewing the latest month of economic and market data in the US.  This is a free webinar that wi...
Thursday, March 17, 2016

First autos wobbled, now it's housing

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 - by New Deal democrat The two most leading sectors of the consumer economy are houses and cars.  For the last three months, vehicle sa...

Bonddad Thursday Linkfest

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At 3PM CST on Thursday, March 31, we’ll be reviewing the latest month of economic and market data in the US.  This is a free webinar that w...