Saturday, June 24, 2017

Weekly Indicators for June 20 - 24 at XE.com

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 - by New Deal democrat My Weekly Indicators piece is  Up at XE.com .  No major changes from last week.
Friday, June 23, 2017

New Home Sales stall, but no downturn

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 - by New Deal democrat Well, the May new home sales report is out.  The good news is, it did not confirm last week's negative report...
Thursday, June 22, 2017

The post-hike flattening yield curve

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 - by New Deal democrat An inversion of the yield curve has always signaled at very least a steep slowdown, and usually an oncoming...
Wednesday, June 21, 2017

Existing home sales: positive, but contain your enthusiasm

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 - by New Deal democrat It's a slow economic news week, but while we are waiting for new home sales Friday, we did get existing ...
Tuesday, June 20, 2017

A further look at the housing slowdown

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  - by New Deal democrat As promised, I have a further look at last week's poor housing permits and starts numbers, and especially in...
Monday, June 19, 2017

May industrial production: no change in trend

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  - by New Deal democrat This was a post I meant to put up Friday, but was pre-empted by the important housing news. May industrial ...
Sunday, June 18, 2017

My weekly Posts Are Up At XE.com

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US Equity and Economic Review International Week in Review

A thought for Sunday: "Time goes by, so slowly . . . "

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 - by New Deal democrat It's Sunday, so I take a break from nerdy econ analysis and speak my mind. Last November 9 we woke up to...
Saturday, June 17, 2017

Weekly Indicators for June 12 - 16 at XE.com

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  - by New Deal democrat My Weekly Indicators post is  up at XE.com This week, while the high frequency data remained fairly steady, th...
Friday, June 16, 2017

This is a Big Deal: housing permits and starts now a long leading negative

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 - by New Deal democrat I'll have more to say next week, but let me just drop this right now: this morning's housing report was...
Thursday, June 15, 2017

Consumer inflation ebbs, real wages make new expansion high

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 - by New Deal democrat Yesterday I wrote about the retail sales report, and noted that the consumer price report was just as impor...
Wednesday, June 14, 2017

The Fed is Missing the Inflation Picture

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This is over at XE.com

Retail sales disappoint -- but don't hyperventilate about it

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 - by New Deal democrat There certainly is a  lot of information to unpack from this morning's retail sales and inflation repor...
Tuesday, June 13, 2017

Waiting for the Fed - what happens to bond yields?

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  - by New Deal democrat Everyone expects the Fed to hike interest rates tomorrow.  I take a look at what that might mean for the yield c...
Monday, June 12, 2017

Gas prices join oil prices as YoY negative

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  - by New Deal democrat Well, this isn't something I expected to happen at the beginning of this year. For the last 16 months, gas and ...
Sunday, June 11, 2017

My Weekly Posts Are Up at XE.com

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US Equity Week in Review US Bond Market Week in Review International Week in Review
Saturday, June 10, 2017

Weekly Indicators for June 5 - 9 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . No big changes from the recent paradigm.  We are all waiting on th...
Friday, June 9, 2017

Is the employment situation weaker than we thought? Probably not

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 - by New Deal democrat Via  Menzie Chinn of Econbrowser  Wells Fargo describes The Quarterly County Employment and Wages report as   ...
Wednesday, June 7, 2017

No, record job openings in JOLTS do not mean that everything is Teh Awesome!

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 - by New Deal democrat Once again most of the commentary on yesterday's JOLTS report for April was that job openings jumped, so...
Tuesday, June 6, 2017

In which I disagree with Prof. Tim Duy

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 - by New Deal democrat You should NEVER rely on any one single indicator. No indicator is perfoct -- in this case, the yield curve. ...