The Bonddad Blog

Still nerdy after all these years

Saturday, September 9, 2017

Weekly Indicators for September 4 - 8 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . Harvey and Irma are going to wreak havoc with some of the numbes.
Friday, September 8, 2017

Are consumers on the cusp of rolling over?

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 - by New Deal democrat We can divide the long leading indicators into producer, consumer, and financial. When we look at just the non-...
Thursday, September 7, 2017

A note on Hurricane Harvey and unemployment claims

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 - b y New Deal democrat Initial jobless claims for last week were reported at 298,000 this morning, a jump of over 50,000 from recen...
Tuesday, September 5, 2017

Comparing motor vehicle sales vs. real retail sales per capita

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 - by New Deal democrat I know, real clickbait-y headline, right?  This week is about the lightest for economic data I've ever seen, wit...
Monday, September 4, 2017

The single most important fact this Labor Day

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 - by New Deal democrat On Labor Day, highlighting the single most important secular problem in the US economy: If there i...
Saturday, September 2, 2017

Weekly Indicators for August 28 - September 1 at XE.com

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 - by New Deal democrat My Weekly Indicator column is  up at XE.com . Interest rates have improved, while there are several cracks in ...
Friday, September 1, 2017

The August jobs report smacked of late cycle deceleration

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  - by New Deal democrat As promised, here is my abbreviated and late take on this morning's employment report. While the addit...

Housekeeping note on the employment report.

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 - by New Deal democrat I will be running an errand when the employment report comes out at 8:30. I will put something up at about 10:...
Thursday, August 31, 2017

Trickle-down, with the emphasis on "trickle"

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Since the turn of the Millennium, a torrent of corporate tax cuts has resulted in a trickle of investment growth.  - by New Deal democra...
Wednesday, August 30, 2017

A Quick update on Bonddad

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 - by New Deal democrat I had a long conversation with Hale Stewart this morning. He says he has been incredibly lucky. He, his spousal...
Tuesday, August 29, 2017

Comparing the 2014 and 2017 housing slowdowns

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 - by New Deal democrat We  had an interest rate spike late last year similar to the spike in mid-2013.  In 2014 the resulting housing sl...
Monday, August 28, 2017

Notes on Harvey: if Karma could bring her litter to visit the Texas GOP

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 - by New Deal democrat First of all, as many of you already know, the M.I.A. proprietor of this here blog, Hale Stewart, resides in th...
Saturday, August 26, 2017

Weekly Indicators for August 21 - 25 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . There was no eclipse of the positive tone this week.
Friday, August 25, 2017

An economy on autopilot between Scylla and Charybdis

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-  by New Deal democrat Interest rates are a vital determinant of longer term growth. While the economy has remained on autopilot for the la...
Thursday, August 24, 2017

New and existing home sales show stall is continuing

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  - by New Deal democrat The stall in the housing market brought about mainly by the post-Presidential election spike in interest rates c...
Tuesday, August 22, 2017

Free Trade, the Primrose Path, and the Blinkered Blindness of macroeconomists

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 - by New Deal democrat Here's what I learned today: the origin of the phrase "being led down the primrose path."  It ...
Monday, August 21, 2017

Revisiting the Apartment Boom

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 - by New Deal democrat The entry of the large Millennial generation into the housing market should have generated more permits and star...
Saturday, August 19, 2017

Weekly Indicators for August 14 - 18 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . If you are looking for DOOOOOM, you are looking in the wrong place...
Thursday, August 17, 2017

Industrial production: once again, the hard data fails to confirm the sof ... ofertheluvofgaud

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  - by New Deal democrat This morning's report on industrial production confirms that the economy remains on autopilot, and that...

Housing is still going sideways

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 - by New Deal democrat . Although June got revised higher, July housing permits and starts continue to fail to impress This post is  ...
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