Saturday, May 14, 2016

Weekly Indicators for May 9 - 13 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com .  Rail traffic remains absolutely awful, and shipping isn't great ...
Friday, May 13, 2016

It's not different this time: the shallow industrial recession is ending

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 - by New Deal democrat At least if this week's data releases on producer prices and manufacturer, wholesaler, and retail sales can b...

Bonddad Friday Linkfest; Retail Sector Sell-Off and Other Items of Interest

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Retail Stocks Sell-Off The Retail ETF The last year of Retail Sales Dividend Cuts at 7-Year High (Bespoke) ...
Thursday, May 12, 2016

Time To Short the Automakers?

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      The following investment idea is VERY RISKY.   ACCEPT THE FACT YOU COULD LOSE YOUR ENTIRE INVESTMENT.   If this makes sense to yo...

I'd like to thank Hillary Clinton for stealing my idea

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- by New Deal democrat Three years ago I wrote a piece that got semi-wide attention in the blogosphere (ok, actually it didn't just...

Bonddad Thursday Linkfest: Krugman Will Crack You Up

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Yesterday, I read that Donald Trump asked Larry Kudlow and Stephen Moore to "tinker" with Trump's latest tax plan.  I'm su...
Wednesday, May 11, 2016

JOLTS encouraging, Labor Market Conditions Index less bad

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 - by New Deal democrat /this week we have two follow-up reports on the labor market: the Labor Market Conditions Index, and the JOLTS re...

Bonddad Tuesday Linkfest: Yen Isn't Helping BOJ and Other Points of Interest

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Yen's Appreciation Is Bad News For BOJ The top chart is the yen/Australian dollar.  The chart increased ~21% in the las...
Tuesday, May 10, 2016

Dollar Chart Is Bearish

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The daily dollar chart is bearish.   1.) The 50 and 200-day EMAs are moving lower.   2.) The 50 day EMA is below the 200-day EM...

Bonddad Tuesday Linkfest; Trump's Really Stupid U.S. Debt Idea

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Several days ago, Trump floated the idea that the U.S. should ask it's creditors to take a haircut on their respective U.S. debt holdin...
Monday, May 9, 2016

Oil's Weekly Technical Picture Is Improving

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Above is a weekly chart of West Texas Intermediate Crude.  The following are important technical developments: 1.) Prices moved a...

Bonddad Monday Linkfest

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Capital Spectator's Take The news provides more evidence that the US macro trend is off to a sluggish start in the second quarter...
Sunday, May 8, 2016

Weekly International, Bond Market and Equity Market Reviews

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These are available at XE.com International Economic Week in Review Bond Market Week in Review Equity and Economic Week in Review
Saturday, May 7, 2016

Weekly Indicators for May 2 - 6 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . There was little change this week, although an important negative is...
Friday, May 6, 2016

April jobs report: good on wages, but ongoing signs of late cycle deceleration

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- by New Deal democrat HEADLINES : +160,000 jobs added U3 unemployment rate unchanged at 5.0% U6 underemployment rate down -0.1% fro...

Bonddad Friday Linkfest

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Negative Bond Yields Costing Investors $24 Billion Annually (FT) Almost $10tn of negative yielding government bonds are costing inves...
Thursday, May 5, 2016

Four measures of real wage improvements: good news and bad news

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 - by New Deal democrat In the last several years, I have written a number of posts documenting the stagnation in average and median wages,...