The Bonddad Blog

Still nerdy after all these years

Saturday, January 12, 2019

Weekly Indicators for January 6 - 10 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Recent gyrations have changed both the short and long term...
Friday, January 11, 2019

Real hourly and aggregate wage growth in 2018: very good, thanks to declining gas prices

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 - by New Deal democrat Now that December inflation has been reported as down -0.1%, with YoY consumer inflation a paltry +1.9%, let...
Thursday, January 10, 2019

Gaming out the government shutdown

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 - by New Deal democrat There isn't any significant economic news today, and there have been some developments of note in the stando...
Wednesday, January 9, 2019

November JOLTS report shows surprising (relative) weakness

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-  by New Deal democrat The JOLTS report on labor is noteworthy and helpful because it breaks down the jobs market into a more gr...
Tuesday, January 8, 2019

My forecast for H1 2018 ...

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 - b y New Deal democrat ... is up  at Seeking Alpha . I've been using the "K.I.S.S." method for nearly a decade, and it ...
Monday, January 7, 2019

Good news from the employment report: workers are finally getting raises!

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 - by New Deal democrat When it comes to jobs, if there is one trend that really set apart 2018 from any prior year of this expansi...
Saturday, January 5, 2019

Weekly Indicators for December 31 - January 4 at Seeking Alpha

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 - by New Deal democrat Forgot to do this earlier .... My Weekly Indicator posts is  up at Seeking Alpha . The way that interest rate...
Friday, January 4, 2019

December jobs report: 2018 goes out with a bang

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 -  by New Deal democrat HEADLINES : +312,000 jobs added U3 unemployment rate rose +0.2% from 3.7% to 3.9%  U6 underemployment rate u...
Thursday, January 3, 2019

December ISM manufacturing points to sharp slowdown

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 - by New Deal democrat I need to publish my first half forecast for 2019, but before I do, I want to see how a few leading indicator...
Wednesday, January 2, 2019

Unhappy new year: bond yield curve inversion spreads

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 - by New Deal democrat A month ago, when the 2- through 5-year bond yield curve first inverted, I wrote that while it might be a case...
Tuesday, January 1, 2019

Happy New Year 2019

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  - by New Deal democrat Best wishes for a happy, healthy, and prosperious New Year in 2019! This year is shaping up to be a much more ...
Sunday, December 30, 2018

On the government shutdown, Pelosi should go maximalist

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  - by New Deal democrat It's pretty clear that the House GOP has decided to simply punt the government shutdown into the new Democr...
Saturday, December 29, 2018

Weekly Indicators for December 24 - 28 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators column is  Up at Seeking Alpha . Ideally a change in trend in the long leading indicators ...
Friday, December 28, 2018

Marking my 2018 forecast to market

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At the beginning of every year, I give a forecast for each of the two halves of the year. And at the end of each year, I look back and mark...
Sunday, December 23, 2018

Light posting through year end

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  - by New Deal democrat Between now and New Year's Day, there are only two scheduled economic reports of any significance -- new hom...

You're reading the right blog: Trump and the Fed edition

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 - by New Deal democrat CNBC (and a whole bunch of other places), yesterday: President Trump has discussed firing Federal Reserve Ch...
Saturday, December 22, 2018

Weekly Indicators for December 17 - 21 at Seeking Alpha

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  - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Continued deterioration in some of the short leading indic...
Friday, December 21, 2018

Could an Oil Patch decline turn a 2019 slowdown into an outright recession?

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 - by New Deal democrat One of the items I mentioned in my piece yesterday at Seeking Alpha was the recent big decline in oil prices. Pl...
Thursday, December 20, 2018

The Fed scrapes Scylla after careening into Charybdis

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 - by New Deal democrat In the past several years, I have described the Fed as trying to steer in between the Scylla of a yield curve inv...
Wednesday, December 19, 2018

The Transportation Slowdown

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 - by New Deal democrat Well over 100 years ago, Charles Dow (he of the Dow Jones Industrial Average) posited a theory that industrial an...
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