Saturday, May 5, 2018

Weekly Indicators for April 30 - May 4 at XE.com

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- by New Deal democrat My Weekly Indicators post is  up at XE.com . Oil prices have risen to the point where, when they filter through ...
Friday, May 4, 2018

April jobs report: excellent in almost all respects

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- by New Deal democrat HEADLINES : +164,000 jobs added U3 unemployment rate fell -0.2% from 4.1% to 3.9% U6 underemployment rate fel...
Thursday, May 3, 2018

Gimme shelter Q1 2018 update: rents and house prices all at or near new extremes

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 - by New Deal democrat This post is a comprehensive update as to the cost of new and existing homes vs. renting, all measured compare...
Wednesday, May 2, 2018

Residential construction, ISM new orders, vehicle sales show decelerating growth

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 - by New Deal democrat Yesterday and today we got a bunch of leading economic data for both March and April. Last month the short term ...
Tuesday, May 1, 2018

A change of seasons in the financial markets? May Day update

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 - by New Deal democrat An era of generally rising bond yields is more likely than not starting, changing the way that the stock and bond...
Monday, April 30, 2018

March 2018 personal income and spending

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 - by New Deal democrat Programming note: I've been working on a mega-post about housing, that is now complete except for a few graph...
Saturday, April 28, 2018

Weekly Indicators for April 23 - 27 at XE.com

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 - by New Deal democrat My Weekly Indicators post is  up at XE.com . A number of indicators which had been positive have either now tur...
Friday, April 27, 2018

Q1 2018 GDP downshifts slightly; long leading indicators mixed

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  - by New Deal democrat This morning's preliminary reading of Q1 2018 GDP at +2.3%, down from the previous quarter's +2.9%, was...
Thursday, April 26, 2018

Don't sweat the Q3 2017 job losses

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 - by New Deal democrat Yesterday the BLS issued its report on Q3 2017 Business Employment Dynamics. This has gotten some notice bec...
Wednesday, April 25, 2018

Demographics, housing, and the economy

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 - by New Deal democrat Way back during the Great Recession, I first noted that demographics were about to become a tailwind for th...
Tuesday, April 24, 2018

Housing: it's Godzilla vs. Mothra!

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 - by New Deal democrat LADIES AND GENTLEMEN! In this corner, I give you Godzilla -- the large generational tailwind of Millennials en...
Monday, April 23, 2018

The consumer edges closer to the precipice

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 - by New Deal democrat In addition to my "long leading/short leading" model adapted from the work of Profs. Geoffrey Moore an...
Sunday, April 22, 2018

A better name for The Kids Today: iGeneration

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 - by New Deal democrat You know the drill. It's Sunday so I get to ruminate about all stuff that isn't dry economics. The o...