Saturday, October 20, 2018

Weekly Indicators for October 15 - 19 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Between them, high interest rates and tariffs are affecting...
Friday, October 19, 2018

September existing home sales: yet another poor housing report

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  - by New Deal democrat While existing home sales are roughly 90% of the entire housing market, they are much less important as an econ...

Tracking Trump's tariffs: US vs. Canadian rail loads

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 - by New Deal democrat Let me start out by saying that there is an excellent case for the US imposing a VAT ("value added tax...
Thursday, October 18, 2018

September JOLTS report: a jobs market moving from thriving to hot

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-  by New Deal democrat Tuesday's JOLTS report once again confirmed the very good employment report from one month ago, with two ser...
Wednesday, October 17, 2018

Extended comments on industrial production, housing permits and starts at Seeking Alpha

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 - by New Deal democrat My take on the Industrial Production report yesterday, and my extended take on the housing permits and starts ...

Another poor month for housing permits and starts

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 - by New Deal democrat This was another poor month for housing permits and starts. Here is the Census Bureau's graph: Si...
Tuesday, October 16, 2018

A midterm elections aside: the GOP strategy was always going to be energizing their base

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 - by New Deal democrat So I am reading some caterwauling in the progressive blogosphere about how the midterm polling has tightene...
Monday, October 15, 2018

Real retail sales lay an egg in September

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 - by New Deal democrat Real retail sales is among my favorite economic indicators. Measured per capita, it is a long leading indicator...
Sunday, October 14, 2018

On the rise of German militarism

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 - by New Deal democrat The long-term rise of Japanese militarism that culminated in the Pacific War in World War 2 was painstakingly do...
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...