The Bonddad Blog

 - by New Deal democrat This morning’s reports on personal income and spending continue to show a consumer that is doing alright. Meanwhi...

 - by New Deal democrat I’ve been monitoring initial jobless claims closely for the past several months, to see if there are any signs ...

 - by New Deal democrat Let me start out my look at this morning’s August new home sales report with my typical housing mantra: Inte...

 - by New Deal democrat Three months ago I first wrote about the concept of a “housing choke collar” constraining economic growth, to wit...

 - by New Deal democrat I have a new post  up at Seeking Alpha . So long as inflation remains tame, the Fed has scope to bring about a ...

  - by New Deal democrat When I’m not reading and writing about the economy, I do occasionally comment elsewhere on political topics.  ...

 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . For all of the discussion about various iterations of the t...

  -by New Deal democrat On Wednesday we got some excellent new residential construction numbers. I went into a lot more detail, showing ...

 - by New Deal democrat I’ve been monitoring initial jobless claims closely for the past several months, to see if there are any signs ...

 - by New Deal democrat Well, this is an easy post. This morning’s report on housing permits and starts showed new expansion highs in bo...

 - by New Deal democrat Industrial Production is the King of Coincident Indicators.  When industrial production peaks and troughs coinci...

 - by New Deal democrat I realized that I neglected to post a link to this Saturday’s Weekly Indicators post, which was  up at Seeking A...

 - by New Deal democrat A couple of weeks ago, I updated the entire list of short leading indicators.  To cut to the chase, those that w...

 - by New Deal democrat Retail sales are one of my favorite indicators, because in real terms they can tell us so much about the presen...

 - by New Deal democrat Now that we have the August inflation reading, let’s take a look at real wage growth. First of all, nominal...

 - by New Deal democrat I have a new post  up at Seeking Alpha , describing the order in which data has tended to deteriorate before con...

  - by New Deal democrat This morning’s JOLTS report for July was in general surprisingly positive on a monthly basis, but continued to s...

 - by New Deal democrat The August jobs report was the mirror image of most earlier reports this year: a lackluster Establishment report...

 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . The nowcast and the long term forecast have been pretty st...

 - by New Deal democrat HEADLINES :  +130,000 jobs added (+105,000 ex-Census) U3 unemployment rate unchanged at 3.7% U6 underemploymen...