Saturday, April 27, 2024

Weekly Indicators for April 22 - 26 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Not much churn in the short leading or coincident timeframes ...
Friday, April 26, 2024

Another strong personal income and spending report, but beware the uptick in inflation

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    - by New Deal democrat  Personal income and spending has become one of the two most important monthly reports I follow. This is in larg...
Thursday, April 25, 2024

Leading indicators in the Q1 GDP report are mixed

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   - by New Deal democrat Most of the commentary you will read about Q1 GDP that was released this morning will be about the core coincident...

Jobless claims continue their snooze-fest

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   - by New Deal democrat [Note: I’ll put up a post discussing Q1 GDP later today.] Initial and continuing claims continued their snooze-fes...
Wednesday, April 24, 2024

In addition to housing, manufacturing is range-bound as well

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   - by New Deal democrat First off, let me reiterate that my focus this year is on manufacturing and construction. That’s because these ar...
Tuesday, April 23, 2024

The range-bound new home sales market continues

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   - by New Deal democrat As per my usual caveat,  while new home sales are the most leading of the housing construction metrics, they are n...
Monday, April 22, 2024

Real median wage and income growth through March continued the recent increasing trend

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   - by New Deal democrat This is an update of some information I last posted several months ago. Real median household income is one of th...
Sunday, April 21, 2024

Weekly Indicators for April 15 - 19 at Seeking Alpha

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   - by New Deal democrat I neglected to pt this up yesterday, so here it is now. My “Weekly Indicators” post is up at Seeking Alpha . Ther...
Friday, April 19, 2024

The bifurcation of the new vs. existing home markets continues

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    - by New Deal democrat The bifurcation of the new vs. existing home markets continued in March, per the report on existing home sales an...
Thursday, April 18, 2024

Initial jobless claimZzzzzzzzzz . . . .

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 - by New Deal democrat For the last 8 months, initial and continuing claims have been remarkably consistent. Initial claims have varied bet...
Tuesday, April 16, 2024

Industrial production for March is positive, but the overall trend remains flat

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    - by New Deal democrat Industrial production, one of the premier series the NBER has historically used to declare recessions vs. expansi...

Simultaneous declines in housing permits, starts, and units under construction in March suggests seasonality glitch, not a change in trend

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   - by New Deal democrat There was a big decline in housing starts last month, and a smaller but significant decline in permits. Whether t...
Monday, April 15, 2024

Real retail sales rebound, forecast a continued “soft landing” for jobs growth

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   - by New Deal democrat As per usual, real retail sales is one of my favorite indicators, because it gives so much information about the c...