Saturday, October 28, 2023

Weekly Indicators for October 23 - 27 at Seeking Alpha

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   - by New Deal democrat My Weekly Indicators post is up at Seeking Alpha . With half of reports in, Q3 profits for corporations have made ...
Friday, October 27, 2023

Spending soars, income stagnates, savings sink like the Titanic

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   - by New Deal democrat  Real life intruded yesterday, so I didn’t put up any information about the Q3 GDP report. I’ll write in detail n...
Thursday, October 26, 2023

Jobless claims continue near expansion lows

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   - by New Deal democrat Jobless claims continued very low last week, justifying taking down the “yellow caution flag” that had been in pla...
Wednesday, October 25, 2023

The bifurcation in the new vs. existing home market continues

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   - by New Deal democrat Last week we saw that sales of existing homes plummeted to a 28 year low, save for one month in 2010; but prices ...
Tuesday, October 24, 2023

Stock prices and bond yields during disinflationary, deflationary, and reflationary periods

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   - by New Deal democrat This is an update of a post I wrote almost exactly 10 years ago. I’m doing this because of an important secular ...
Monday, October 23, 2023

A further examination of the state of the economic tailwind

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    - by New Deal democrat With no big economic news today, I thought I would pick up where I left off Friday, when I identified three major...
Saturday, October 21, 2023

Weekly Indicators for October 16 - 20 at Seeking Alpha

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   - by New Deal democrat My Weekly Indicators post is up at Seeking Alpha . Obviously the big story of the week was the surge in interest ...
Friday, October 20, 2023

Why the index of leading indicators failed: examining the once in a lifetime post-pandemic tailwind

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   - by New Deal democrat Carl Quintanilla observed the one year anniversary of the following two days ago: I’ve written previously about w...
Thursday, October 19, 2023

The collapse of the existing home market continues in September

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    - by New Deal democrat September was yet another month in the ongoing collapse of existing home sales. To wit, sales declined another -8...

Initial claims on the cusp of turning lower YoY

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   - by New Deal democrat Initial jobless claims dropped below 200,000 last week for the first time since January, and not too far from the...
Wednesday, October 18, 2023

The last holdout in housing data has turned; ‘recession watch’ for next 12 months remains

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   - by New Deal democrat Last month I wrote that: “ the biggest news was what happened with units under construction. The total declined sl...
Tuesday, October 17, 2023

Like retail sales, motor vehicles lead the way in industrial production

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   - by New Deal democrat As with retail sales earlier this morning, motor vehicle production is playing an outsized role in expansion this ...