The Bonddad Blog

Still nerdy after all these years

Saturday, November 2, 2019

Weekly Indicators for October 28 - November 1 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . The last long leading indicator that I was concerned about,...
Friday, November 1, 2019

October jobs report paints a portrait of a full (or nearly full) employment economy

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 - by New Deal democrat HEADLINES :  +128,000 jobs added (+148,000 ex-Census) U3 unemployment rate up +0.1% from 3.5% to 3.6% U6 un...
Thursday, October 31, 2019

The consumer / employment sector of the economy continues powering along

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 - by New Deal democrat ..... aaaaand, I’m back. Did you miss me? Here is the essence of my view of the economy right now: 1. The pr...
Wednesday, October 30, 2019

Cross one item off the bucket list

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- by New Deal democrat Here’s a picture of what I’ve been doing: Generic picture of water and land ... except, if you look careful...
Tuesday, October 29, 2019

Still traveling

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 - by New Deal democrat I’ve been busy checking off a few items on the bucket list. I’ll be back at work in a couple of days. I’ll po...
Saturday, October 26, 2019

Weekly Indicators for October 21 - 25 at Seeking Alpha

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  - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . The producer side of the economy generally, and manufactur...
Friday, October 25, 2019

New home sales continue to show improving housing trend

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 - by New Deal democrat Yesterday I wrote that durable goods orders showed that manufacturing is still weak. The contrary side of the ec...
Thursday, October 24, 2019

Manufacturing still weak

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 - by New Deal democra t I’m still traveling this morning, but for now let me just note that this morning’s durable goods orders showed a...
Tuesday, October 22, 2019

September existing home sales: a pause in the housing rebound

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 - by New Deal democrat I normally don’t bother with existing home sales, since it is the least economically important of housing data, b...
Monday, October 21, 2019

The divergent nowcast and one model’s forecast at Seeking Alpha

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 - by New Deal democrat Over 10 years ago I found a good, quick-and-dirty way of looking at the Index of Leading Indicators. It only matt...
Sunday, October 20, 2019

The Rise and Fall of the Roman Republic: Index to posts

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  - by New Deal democrat For future reference, links to my four posts on the Rise and Fall of the Roman Republic Part 1: Structure an...

The Rise and Fall of the Roman Republic: part 4 of 4: the Empire as hegemonic “Banana Republic” ruled by caudillos

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 - by New Deal democrat As we have seen, the Roman Republic was brought down by an escalating series of acts of political violence, fro...

The Rise and Fall of the Roman Republic: part 3 of 4: the final hammer-blows

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  - by New Deal democrat “The Republic is nothing, a mere name without body or form.” - Julius Caesar This is part 3 of my four par...

The Rise and Fall of the Roman Republic: part 2 of 4: the first hammer-blows

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 - by New Deal democrat This is part 2 of my four part look at the Roman Republic and subsequent Empire. In part 1, I described the struc...

The rise and fall of the Roman Republic: part 1 of 4: Structure and Background

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 - by New Deal democrat “Mortal Republic: How Rome Fell into Tyranny,” by Edward J. Watts “The Storm Before the Storm,: The Beginning ...
Saturday, October 19, 2019

Weekly Indicators for October 14 - 18 at Seeking Alpha

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 - by New Deal democrat My Weekly Indicators post is  up at Seeking Alpha . Although the economy, especially in the producer sector, is q...
Friday, October 18, 2019

An important update on the yield curve

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 - by New Deal democrat For the last 10 months, readers of the financial press have been bombarded with stories about the inverted yield ...
Thursday, October 17, 2019

Positive housing, initial claims, and Philly Fed outweigh negative industrial production

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 - b y New Deal democrat So, after a nearly empty week until now, there were four economic reports this morning. Three of them were good....
Wednesday, October 16, 2019

Real retail sales decline slightly in September, but the consumer is still alright

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  - 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...
Tuesday, October 15, 2019

The consumer is still alright

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 - by New Deal democrat Way back in 2007, I wrote an article at Daily Kos entitled “Are hard times near? The great decline in interest ra...
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