Saturday, July 15, 2017

Weekly Indicators for July 10 - 14 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com One week ago I downgraded my longer term forecast. That remains this...
Friday, July 14, 2017

Real retail sales concerning while industrial production shines

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 - by New Deal democrat Real retail sales is one of my favorite data series, because it tells us so much about the consumer economy.  T...
Thursday, July 13, 2017

An important deterioration in the long leading indicators

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 - by New Deal democrat The failure of interest rates to make a new low in the llast 12 months has important ramifications. This post i...
Wednesday, July 12, 2017

Trump: the endgame

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 - by New Deal democrat There was some economic news last week which is important for the long term, and I'll try to post about it l...
Tuesday, July 11, 2017

JOLTS and Labor Market Conditions Index: for once, a good report

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 - by New Deal democrat Usually I am the lone Debbie Downer when it comes to the JOLTS report, mainly because I think there is way too much ...
Sunday, July 9, 2017

A thought for Sunday: Trump voters and the "peasant mentality"

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 - by New Deal democrat I am currently reading a comprehensive tome on 19th century European history, "The Pursuit of Power," b...
Saturday, July 8, 2017

Weekly Indicators for July 3 - 7 at XE.com

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  - by New Deal democrat My Weekly Indicators post is  up at XE.com . This week, for this first time in years, there was a change in th...
Friday, July 7, 2017

June jobs report: great headline, but once again where are the wages?!?

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- by New Deal democrat HEADLINES : +222,000 jobs added U3 unemployment rate rose +0.1% from 4.3% to 4.4% U6 underemployment rate ros...
Thursday, July 6, 2017

La araña

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 - by New Deal democrat Just a little aside.... Here is a photo of the dessert I got yesterday at my favorite local authentic Mexica...

Reality begins to sink in for GOPer economic confidence

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 - by New Deal democrat While we are waiting for tomorrow's employment report, here's a little something to chew on. In the ...
Wednesday, July 5, 2017

While houses and cars slow down, manufacturing picks up

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  - by New Deal democrat There were conflicting reports on the economy Monday, in the form of June vehicle sales vs. June manufacturing. ...
Tuesday, July 4, 2017

Happy 8th Independence Day, economic expansion!

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 - by New Deal democrat In lieu of a more traditional Independance Day post, in view of the fact that the economic expansion turned 8 ye...
Monday, July 3, 2017

A prescient forecast by the Senior Loan Officer Survey

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 - by New Deal democrat There has been a spate of Doomish commentary recently (for example, here ) claiming that the stalling of commeri...
Sunday, July 2, 2017

My Weekly Columns Are Up at XE

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US Equity and Economic Review US Bond Market Review International Economic Review
Saturday, July 1, 2017

Weekly Indicators for June 26 - 30 at XE.com

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 - by New Deal democrat My Weekly Indicators column is  up at XE.com . The yield curve abruptly steepened, but on the other hand, real...
Thursday, June 29, 2017

Brexit, one year later: "a fire across the river"

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  - by New Deal democrat I take a one year retrospectivie look at Brexit, and its (lack of) effect on the US economy,  over at XE.com .
Tuesday, June 27, 2017

Five graphs for 2017: mid year update

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 - by New Deal democrat At the beginning of the year, I identified 5 trends that bore particular watching, primarily as potentially setti...
Sunday, June 25, 2017

My Weekly Columns Are Up at XE.com

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International Economic Week in Review US Equity and Economic Review US Bond Market Week in Review
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...