The Bonddad Blog
Still nerdy after all these years
Saturday, July 17, 2021
Weekly Indicators for July 12 - 16 at Seeking Alpha
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- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. All timeframes continue positive, but the renewed outbreak of...
Friday, July 16, 2021
June retail sales decline after taking inflation into account, but overall pandemic gains “stick”
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- by New Deal democrat As usual, retail sales is one of my favorite indicators, because it gives us so much information about the consum...
Thursday, July 15, 2021
Jobless claims make new pandemic lows; but the virus is back in control
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- by New Deal democrat New jobless claims are the most important weekly economic datapoint with regard to the effects of vaccination prog...
Industrial production slightly positive overall, but with negative revisions
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- by New Deal democrat Industrial production is the King of Coincident Indicators. It is the single datum that most frequently coincides ...
Wednesday, July 14, 2021
Real wages decrease sharply - at least, if you include used vehicle prices
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- by New Deal democrat As I pointed out yesterday, the big increase in inflation over the past few months has made the YoY change in real...
Tuesday, July 13, 2021
Consumer inflation rises the most in over a decade; will it draw the Fed’s attention?
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- by New Deal democrat Let me start my take on this month’s inflation report with my concluding remarks last month: “this is not a big d...
Monday, July 12, 2021
Coronavirus dashboard for July 12: the completely preventable “delta wave” is here
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- by New Deal democrat The completely unnecessary and preventable “delta wave” of COVID infections, hospitalizations, and deaths is now ...
Saturday, July 10, 2021
Weekly Indicators for July 5 - 9 at Seeking Alpha
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- by New Deal democrat My Weekly Indicators post is up at Seeking Alpha . To the surprise of many, interest rates have gone down in the ...
Friday, July 9, 2021
Scenes from last week’s June employment report
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- by New Deal democrat With no significant economic data today, let’s take a look at some of the more salient numbers from the June emplo...
Thursday, July 8, 2021
Trend in new jobless claims flattens: the virus remains in control in the unvaccinated States
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- by New Deal democrat New jobless claims are the most important weekly economic datapoint with regard to the effects of vaccination pro...
Wednesday, July 7, 2021
May JOLTS report continues to show a jobs market out of equilibrium
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- by New Deal democrat This morning’s JOLTS report for May continued all of the trends we saw in April - a huge amount of unfilled job op...
Tuesday, July 6, 2021
Coronavirus dashboard for July 6: bad news and *relatively* “good” news about the Delta Wave
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- by New Deal democrat In the near future, there appears to be bad news and *relatively* “good” news for the US. The bad news is that th...
Monday, July 5, 2021
No, liberals are not to blame for political polarization
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- by New Deal democrat Over the long weekend, Kevin Drum picked a fight by saying that you should “blame liberals” for culture wars, arg...
Sunday, July 4, 2021
For Independence Day 2021
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- by New Deal democrat The Declaration of Independence, 1776: We hold these truths to be self-evident, that all men are created equal, that...
Saturday, July 3, 2021
Weekly Indicators for June 28 - July 2 at Seeking Alpha
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- by New Deal democrat My Weekly Indicators post is up at Seeking Alpha . The indicators in all time frames continue to be very positive,...
Friday, July 2, 2021
June jobs report: a tale of two very different surveys - but both far from full recovery
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- by New Deal democrat HEADLINES : 850,000 jobs added. Of these, 662,000 were private sector jobs, and 188,000 were government jobs, chie...
Thursday, July 1, 2021
June data starts out mixed: manufacturing strong, housing stalls
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- by New Deal democrat June data started out this morning with the ISM manufacturing report. There was no big change from last month’s to...
New jobless claims: a surprise to the positive side
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- by New Deal democrat I have been paying particular attention to new jobless claims this year, as being the most important weekly econo...
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