The Bonddad Blog

  - by New Deal democrat My Weekly Indicators post is  up at XE.com . The divergence between the long term and short term forecasts tha...

Brexit news only gets worse ( NYT) Brexit talks are failing (BB) Money flows into corporates, out of governments (BB) Inequality can n...

 - by New Deal democrat My take on September housing permits and starts is  up at XE.com . I have a fundamental difference of opinion ...

 - by New Deal democrat For the last month, I deduced a "hurricane adjusted" number for initial claims, which showed that the ...

From the IMF's latest World Economic Outlook: Sluggishness in core inflation in advanced economies—a surprise in view of stronger than...

 - by New Deal democrat A few weeks ago, I suggested a hurricane workaround for industrial production. That approach was to average the...

While I'm sympathetic to the plight of that percentage of the U.S. population that has seen stagnant wage growth for the last 30-40 year...

Lael Brainard: Rethinking Monetary Policy  Yellen: The US Economy and Monetary Policy James Bullard talks about inflation Really cool dro...

 - by New Deal democrat Here is something I have been working on for the last month.  As it happens, last week Kevin Drum posted som...

These are two graphs from a post over at the Center for Equitable Growth.  The top chart shows that the relationship between un...

 - by New Deal democrat The US looks like government of, by, and for senior citizens. President Donald Trump just had his 72nd birth...

 - by New Deal democrat My Weekly Indicators post is  up at XE.com . This week there was a significant change in one of the long leadi...

 - by New Deal democrat The President and his GOP majorities in Congress are monsters. As one commentator on NPR put it yesterday aftern...

 - by New Deal democrat I made the point a few weeks ago that the non-financial long leading indicators had turned at least neutral if n...

Consider the following charts (the top three area daily; the bottom is weekly): All prices are either declining or stab...

 - by New Deal democrat I am repeating an exercise I undertook in 2012 when Superstorm Sandy disrupted the initial claims data: estimati...

 -  by New Deal democrat More and more commentators seem to be noticing that the disconnect between the "soft data" of open...

Hey all, This is Bonddad.  Yes, the real bonddad (because, of course, there are thousands of people impersonating me on the web).  I ha...

  - by New Deal democrat The rate of year over year job growth is probably the single best mid-expansion indicator, in part because ...

 - by New Deal democrat On Friday I highlighted the difference between the results of the establishment survey and the household survey...