Saturday, May 28, 2016

Weekly Indicators for May 23 - 27 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . Against a number of improvements, there are several signs that the...
Friday, May 27, 2016

Refinancing is dead: a generation of Hard Times will continue until secularly real wages improve

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 - by New Deal democrat On Monday I gave what I think is a reasonable roadmap to the next recession.  I wanted to follow up a little. ...
Thursday, May 26, 2016

After the Fall, Target is a Clear Buy

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      All investments involve risk.  So does this one.  Please talk with an adviser before buying this stock.  And, as always, remember tha...

Credit tightening as a leading indicator for recession

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  - by New Deal democrat I've written about several legitimate bearish concerns in the last couple of weeks.  First of all, the inve...
Tuesday, May 24, 2016

2.9 cheers for new home sales!

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 - by New Deal democrat As you probably already know, April new home sales blew out to the upside, making a new 8 year high at 619,000 a...

All forms of transportation stunk in April

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 - by New Deal democrat While I continue to be mildly optimistic about the economy for the remainder or this year, there are some legitim...

Bonddad Tuesday Linkfest: US Mexico Trade

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Trump has used clearly racist language to describe Mexicans, who happen to be a one of our largest trading partners.
Monday, May 23, 2016

A roadmap to the next recession

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 - by New Deal democrat This is  up at XE.com . By the way, the template I am using now is the same one that enabled me to see the last...

Bonddad Monday Linkfest: Steady Corporate Performers, NY and Atlanta Fed Nowcast; Retail Sector Hurting

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Which Companies Are the Steadiest Earnings Growers? (Harvest Investor) NY Fed Gets Into the "Nowcasting" Business (NY F...
Sunday, May 22, 2016

My Weekly Reviews Are Posted at XE.com

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International Week in Review US Bond Market Week in Review US Equity Market Week in Review
Saturday, May 21, 2016

Weekly Indicators for May 16 - 20 at XE.com

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  - by New Deal democrat My Weekly Indicator post is  up at XE.com . Probably largely due to renewed hawkish comments fro the Fed, the ...
Friday, May 20, 2016

No, the yield curve is NOT flat

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 - by New Deal democrat And it's not signaling recessioin.  This post is  up at XE.com .

Bonddad Friday Linkfest: Energy Inflation and the Fed's Dove-Hawk Scale

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12-Month Energy Price Inflation (BLS Ted Blog) The Consumer Price Index for energy declined 8.9 percent over the year ended i...
Thursday, May 19, 2016

Kroger, On A Hiring Binge, Is A Buy

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This idea involves risk.  Talk to your financial adviser before doing anything.  Also, I could be wrong about this.        The current ...

Why hasn't increased household formation led to increased housing construction?

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 - by New Deal democrat Tim Taylor has an interesting article about "What was different about housing this time?"  Specifical...

Bonddad Thursday Linkfest; Low Productivity, No Recession (yet);

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On Thursday, May 26, we'll be hosting our regular monthly wrap-up of economic and market events.  You can sign up at  this link. Wh...
Wednesday, May 18, 2016

Aside from a shortage in starter housing for Millennials,there is NOinflation

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 - by New Deal democrat Yesterday's CPI report seems to be read as potentially justifying an interest rate increase in June.  For...

Bonddad Wednesday Linkfest: Minimum Wage Edition

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On Thursday, May 26, we'll be hosting our regular monthly wrap-up of economic and market events.  You can sign up at  this link. M ...
Tuesday, May 17, 2016

Good news and bad news in this morning's data

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 - by New Deal democrat We got two pieces of good news and two pieces of bad news this morning. Let's start with the good news:...

Bonddad Tuesday Linkfest: Industrial Production Needs to Improve, Corporate Profits Lead, Goldman Ups Oil Price Target

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On Thursday, May 26, we'll be hosting our regular monthly wrap-up of economic and market events.  You can sign up at  this link. Ind...