Saturday, December 17, 2016

Weekly Indicators for December 12 - 16 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . As usual for this time of year, there is lots of seasonal volatili...

Tell Me Again How Oil Extraction Is the Panacea for Employment Growth?

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The top chart shows the total number of employees in the oil extraction area.  Yes, it increased from 120,000-200,000 between 2005...
Friday, December 16, 2016

November housing permits continue positive news

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 - by New Deal democrat This is one of those days where the St. Louis FRED is slow adding the new data, so no snazzy graphs, BUT ... ...
Thursday, December 15, 2016

More evidence 2017 will feature late cycle inflation

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  - by New Deal democrat Yesterday's Fed rate hike and this morning's CPI both support the idea that 2017 is likely to feature ty...
Wednesday, December 14, 2016

A Conservative Commentator's Technical Analysis of the SPYs

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Tuesday, December 13, 2016

2016 Economic Year in Review and 2017 Projection

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This is up at XE.com
Sunday, December 11, 2016

Five graphs for 2016: final 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 I particularly wanted to wat...
Saturday, December 10, 2016

Weekly Indicators for December 5 - 9 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com . A negative trifecta is developing (we're not quite there yet) ...
Thursday, December 8, 2016

October JOLTS and Labor Market Conditions Index positive but meh

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 -  by New Deal democrat The JOLTS Survey and the Labor Market Conditions Index are two metrics with great promise, but like those surve...
Wednesday, December 7, 2016

2017 is increasingly looking like a year of inflation

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 - by New Deal democrat As things stand presently, it increasingly like 2017 will be a year where inflation finally exceeds 2%, leading t...
Monday, December 5, 2016

Housing forecast for 2017

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 - by New Deal democrat This post is  up at XE.com .  How, and when, can we expect the see-saw that has been interest rates in 2016, to a...
Sunday, December 4, 2016

My Columns Are Up At XE.com

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International Economic Week in Review Bond Market Week in Review Equity Week in Review
Saturday, December 3, 2016

Weekly Indicators for November 28 - December 2 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . While the present and near future forecast look sunny, the broad U...
Friday, December 2, 2016

November jobs report: good unemployment news, faltering wage growth

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- by New Deal democrat HEADLINES : +178,000 jobs added U3 unemployment rate down -0.3% from 4.9% to 4.6% U6 underemployment rate dow...

The Potential For Very Bad Inadvertent Policy Impacts of Trump's Trade Policies

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     This week, president-elect Trump directly intervened in the private economy.  He negotiated directly with the Carrier Corporat...
Thursday, December 1, 2016

Is A Housing Slowdown in the Cards?

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The chart above plots three sets of data: the 10 year CMT treasury (in blue), the 15-year mortgage rate (in red) and new home sales (...

Bonddad's Thursday Linkfest

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F. Hale Stewart is a financial adviser with  Thompson Creek Wealth  and a  transactional attorney,  specialising in asset protection and ad...
Wednesday, November 30, 2016

The corporate profit recession has ended ... (but) ...

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 - by New Deal democrat The important long leading indicator of corporate profits was reported yesterday for the 3rd Quarter. T...

Bonddad's Wednesday Linkfest

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F. Hale Stewart is a financial adviser with  Thompson Creek Wealth  and a  transactional attorney,  specialising in asset protection and ad...
Tuesday, November 29, 2016

The US is A Service Economy and Has Been for A Very Long Time

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President-elect Trump has promised he'll bring back high-paying manufacturing jobs.  Unfortunately, macroeconomic forces disagree with ...