Saturday, May 4, 2024

Weekly Indicators for April 29 - May 3 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Very little change this week in any of the indicators, but w...
Friday, May 3, 2024

April jobs report: counterbalancing March’s blockbuster good report, the first significant “ding” to the soft landing scenario in months

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   - by New Deal democrat  In the past few months, my focus has been  on whether jobs gains are most consistent with a “soft landing,” i.e....
Thursday, May 2, 2024

The snooze-a-than in jobless claims continues; what I am looking for in tomorrow’s jobs report

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 - by New Deal democrat   The snooze-a-thon in jobless claims continues, as both initial and continuing claims are well-behaved within the n...
Wednesday, May 1, 2024

March JOLTS report: declines in everything, fortunately including layoffs

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   - by New Deal democrat After almost half a year of general stabilization, or very slow deceleration, the JOLTS report for March featured ...

Manufacturing treads water in April, while real construction spending turned down in March (UPDATE: and heavy truck sales weren’t so great either)

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    - by New Deal democrat  A preliminary programming note: In addition to the manufacturing and construction reports, today we also get t...
Tuesday, April 30, 2024

Repeat home sale prices accelerated in February (but don’t fret yet)

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   - by New Deal democrat Our final housing statistics of the month are the FHFA and Case Shiller repeat sales indexes. As usual, keep in mi...
Monday, April 29, 2024

Looking at historical “mid cycle indicators” - what do they say now?

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    - by New Deal democrat About 10 years ago, I went looking for what I called “mid cycle indicators.” In other words, I wanted to go beyo...
Sunday, April 28, 2024

Coronavirus dashboard, 4 years into the pandemic: all-time low in hospitalizations, deaths likely to follow

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    - by New Deal democrat On Friday the CDC updated its COVID death statistics through March 31, which means that we now have 4 full years ...