The Bonddad Blog

- by New Deal democrat My Weekly Indicators post is  up at XE.com . The big trend is in the near term forecast, while the general under...

- by New Deal democrat HEADLINES : +228,000 jobs added U3 unemployment rate unchanged at 4.1% U6 underemployment rate rose +0.1% fro...

 - by New Deal democrat What will the economy look like over the next 3 to 6 months?  I take an updated look  over at XE.com .

Declining Inflation Expectations   The University of Michigan's long-run inflation expectations (top chart) and the 10-ye...

 - by New Deal democrat John Harwood of that well known lefty outlet, .... ummm, CNBC .... writes this morning that "Trump has Forg...

The latest ISM reports are out and both show broad strenght.  The new orders and production component of the manufacturing report were very...

The short-end of the corporate market has risen from 1.91% at the beginning of September to 2.34%.  That's a pretty sharp move fo...

US Economic Week in Review US Bond Market Week in Review International Week in Review

 - by New Deal democrat My Weekly Indicators post is  up at XE.com . The economy is firing on nearly all cylinders right now. Meanwhil...

  - by New Deal democrat Are stock prices at extreme levels?  I take an updated look at the relationship between the long leading indicat...

Just a quick note: according to the 3, 6 and 12 month moving average of Y/Y percentage change in total and core PCE price indexes, there is ...

 - by New Deal democrat Bill McBride a/k/a Calculated Risk hits the nail on the head: The current tax cut bill is a[ ] clear po...

The BEA released their latest estimate of 3Q GDP, which had a 2.3% Y/Y headline number percentage change.  The following table shows that g...

Yellen's Congressional Testimony: Even with a step-up in growth of economic activity and a stronger labor market, inflation has contin...

     When I first saw that new home sales increased, I naturally thought that a post-hurricane bump occurred.  But the increase was far broa...

From October 23 to November 15, the CCC yields widened out nearly 100 basis points, rising from 10.19% to 11.09%.  The BBBs ...

US Economic Week in Review US Bond Market Week in Review International Economic Week in Review

 - by New Deal democrat A few days late for Thanksgiving, but ... like a lot of people, I woke up to a real nightmare one year ago. ...

 - by New Deal democrat My Weekly Indicators post is  up at XE.com . How sanguine (or not) you are about longer term prospects for the ...

 - by New Deal democrat I've elaborated on my dissection of October housing permits and starts  over at XE.com . Anecdotally, I kn...