Saturday, March 4, 2017

Weekly Indicators for February 27 - March 3 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . While the short leading indicators remain very positive, there ar...
Friday, March 3, 2017

More on money supply - could both fall into negative territory shortly?

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  - by New Deal democrat I have a follow-up post  at XE.com  about real M1 and M2.  Since last August both have really gone flat.
Thursday, March 2, 2017

How serious is the deceleration in real money supply?

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 - by New Deal democrat Last week in my weekly column I noted that real M2 has decelerated close to the point where it would stop being ...
Wednesday, March 1, 2017

Do "high pressure" low unemployment economies lead to more capitalinvestment?

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 - by New Deal democrat The Atlanta Fed's Macroblog has an interesting article today on whether a "high pressure" low...
Tuesday, February 28, 2017

No, commercial and industrial loans are not a leading indicator

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 - by New Deal democrat There are a number of Doomer sites I typically read, among other reasons because a few of them do link to in...
Monday, February 27, 2017

Larry Summers: genius economist, failure at Psychology 101

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 - by New Deal democrat One of my recurring themes is how macroeconomic theory, no matter how elegant mathematically, consistently errs ...
Sunday, February 26, 2017

My Weekly Columns Are Up At XE.com

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International Week in Review Bond Market Week in Review Equity and Economic Market Week in Review
Saturday, February 25, 2017

Weekly Indicators for February 20 -24 at XE.com

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  - by New Deal democrat My Weekly Indicator post is  up at XE.com . The economic indicators for the next 6 to 8 months are turning eve...
Friday, February 24, 2017

The Joke That is the Republicans Health Care Plan

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Politico is reporting that they have a draft document of the Republican health care plan.   The details are laughable. Let's review th...

Yet Another Economic Failure from Jazz Shaw of Hot Air

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     You have to give Ed Morrissey and Jazz Shaw of Hot Air some credit; despite a multiple year run of being completely wrong about all th...

Housing: waiting for the pinch from higher interest rates

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 - by New Deal democrat Over the last few months, new home sales have diverged significantly from housing permits and starts. It's p...
Thursday, February 23, 2017

Do healthier longevity and better disability benefits explain the long term decline in labor force participation?

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 - by New Deal democrat A few weeks ago I took another deep dive into the Labor Force Participation Rate.  There are a few loose ends I ...
Wednesday, February 22, 2017

Prof. Brad DeLong must think that Chinese robots work more cheaply than American ones

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 - by New Deal democrat Profs. Brad DeLong and Jared Bernstein continue to dispute whether the loss of American factory jobs is primari...
Tuesday, February 21, 2017

Wages and household income vs. housing: which leads which?

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 -  by New Deal democrat Sometimes I look into a relationship that doesn't quite pan out, but it's still useful to flesh out ...
Monday, February 20, 2017

Rents are still too d@*# high! (but may be abating a little)

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 - by New Deal democrat [This is a post that got sidetracked for a few weeks. Sorry!] Three years ago HUD warned of  "the worst r...
Sunday, February 19, 2017

My Weekly Posts Are Up at XE.com

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US Bond Market Week in Review International Economic Week in Review US Equity and Economic Week in Review
Saturday, February 18, 2017

Weekly Indicators for Februrary 13 - 17 at XE.com

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  - by New Deal democrat My Weekly Indicators post is  up at XE.com . Tax withholding is having a rocky February so far.
Friday, February 17, 2017

The shallow industrial recession is fading in the rear view mirror

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 - by New Deal democrat A year ago the "shallow industrial recession" induced by the strong US$ and imploding oil patch wa...
Thursday, February 16, 2017

January was a good month for housing permits and starts

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 - by New Deal democrat I wanted to make a brief comment on this morning's report on housing permits and starts.  Bottom line: this...

Industrial production: We're DOOO .... oh, wait, it's the global warming hoax

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 - by New Deal democrat At first blush yesterday's negative industrial production print gives the lie to the proposition that th...