Saturday, October 13, 2018

Weekly Indicators for October 8 - 12 at Seeking Alpha

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  - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Last week the bond market fell out of bed. This week the s...
Friday, October 12, 2018

Housing's most difficult comparisons in years begin next Wednesday

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 - by New Deal democrat After a real quiet week for news, next week we get retail sales, industrial production, the JOLTS report, existi...
Thursday, October 11, 2018

Subdued September inflation means real hourly and aggregate wages grow

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 - by New Deal democrat  Courtesy of subdued gas price increases this year vs. one year ago, overall consumer prices rose only 0.1% i...
Wednesday, October 10, 2018

Tracking Trump's trade wars: inventories and intermodal traffic

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 - by New Deal democrat Here's something I thought I would start to track: looking for evidence of the effects of Trump's trade ...
Tuesday, October 9, 2018

Is the taboo against raising wages beginning to break?

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 - by New Deal democrat It's a *really* slow news week for economic data -- just producer and consumer prices tomorrow and Thursday....
Monday, October 8, 2018

Scenes from the September jobs report

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 - by New Deal democrat Leaving aside wages, there was lots of sunshine in September's jobs report, although there were a few gray ...
Sunday, October 7, 2018

Here is something to make you smile this weekend

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 - by New Deal democrat Rodney Dangerfield's gravestone:
Saturday, October 6, 2018

Weekly Indicators for October 1 - 5 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Unsurprisingly, the big story this week was the jump ...
Friday, October 5, 2018

September jobs report: a mixed report with different implications in different timeframes

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 - by New Deal democrat HEADLINES : +134,000 jobs added U3 unemployment rate declined -0.2% from 3.9% to 3.7% U6 underemployment rat...
Thursday, October 4, 2018

The simple Fed funds + payrolls leading indicator: autumn update

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 - by New Deal democrat While we are waiting for tomorrow's jobs report, let me update my alternative Fed funds + payrolls leading i...
Wednesday, October 3, 2018

September auto sales were the worst (economic reporting) in a long time

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 - by New Deal democrat I don't think I have seen as badly, or worse, outright misleading reporting in a long time as I have seen c...
Tuesday, October 2, 2018

August residential construction spending declines

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  - by New Deal democrat Yesterday construction spending for August was reported. While overall spending rose very slightly, residential ...
Monday, October 1, 2018

Trump's trade war isn't hurting manufacturing . . . yet

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 - by New Deal democrat The Trump Administration's trade war hasn't hurt manufacturing and production yet. At least that's ...

2018 Arctic sea ice minimum

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 - by New Deal democrat Regular economic blogging will resume later today.  In the meantime . . . As I may possibly have mentioned ...
Sunday, September 30, 2018

A thought for Sunday: Trump is stomping all over the GOP's message

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  - by New Deal democrat If the Congressional GOP had their druthers, they would probably like the autumn mid-term narrative to be about ...
Saturday, September 29, 2018

Weekly Indicators for September 24 - 28 at Seeking Alpha

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 -by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . No surprise that the Fed rate hike took center stage this we...
Friday, September 28, 2018

Housing: comprehensive review of August reports

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 - by New Deal democrat I pay particular attention to housing because it is ian important long leading indicator for the economy. And m...
Thursday, September 27, 2018

Contracts for existing homes declined in August for the fourth time in the last five months

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  - by New Deal democrat This is something that I don't normally bother to cover, because it deals with existing homes, but since Bil...
Wednesday, September 26, 2018

New home sales show further signs of rolling over

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 - by New Deal democrat New home sales, despite a month over month increase, continued their slowdown in August. Here's the graph su...
Tuesday, September 25, 2018

How close are we to full employment? September update

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 -  by New Deal democrat A couple of months ago, I estimated that we were about 0.8% away from "full employment." Theoreticall...