The Bonddad Blog

Still nerdy after all these years

Saturday, January 19, 2019

Weekly Indicators for January 14 - 18 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Evidence of the government shutdown may have shown up in ta...
Friday, January 18, 2019

Industrial production: strong finish to 2018

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 - by New Deal democrat Industrial production for December was reported this morning at +0.3%, slightly better than estimates. But what ...
Thursday, January 17, 2019

Why I’m expecting a 2nd half rebound in housing

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 - by New Deal democrat In all of the storm und drang about yield curve inversions in the bond market, one important and overlooked conse...
Wednesday, January 16, 2019

Notes on the government shutdown

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 - by New Deal democrat I have a post on the housing market pending at Seeking Alpha. If and when it goes up there, I will link to it he...
Tuesday, January 15, 2019

The consumer nowcast and the short term forecast

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 - by New Deal democrat First, a quick site note. I am blogging from a new device, and since I am a fossil, that means the transition i...
Monday, January 14, 2019

Flying blind

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 - by New Deal democrat The government shutdown is affecting some important economic indicators. All of the series published by the Cens...
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...
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