Saturday, March 1, 2025

Weekly Indicators for February 24 - 28 at Seeking Alpha

›
   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Last week I wrote that exogenous factors - like political dec...
Friday, February 28, 2025

January income and spending show unresolved seasonality in a typical late cycle configuration

›
    - by New Deal democrat There were two important points in this morning’s personal income and spending report for January. The first is t...
Thursday, February 27, 2025

The end of “steady as she goes” in jobless claims?

›
   - by New Deal democrat This week’s report on initial jobless claims was of particular interest, because of the issue of whether Federal ...
Wednesday, February 26, 2025

More unwelcome news in (new) house prices, while sales continue sideways trend

›
   - by New Deal democrat I almost always start out my post on new home sales by indicating that, while they are the most leading of all hou...
Tuesday, February 25, 2025

Unwelcome news for homebuyers and the CPI, as repeat home sales prices continue re-acceleration in December

›
   - by New Deal democrat There was unwelcome news in this morning’s repeat home sales reports from the FHFA and Case-Shiller.  On a season...
Monday, February 24, 2025

Q3 2024 QCEW suggests employment was considerably weaker than we thought last year

›
   - by New Deal democrat This will be income, spending, and housing week, but that won’t start until tomorrow. While there’s no news today,...
Saturday, February 22, 2025

Weekly Indicators for February 17 - 21 at Seeking Alpha

›
   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. For now the status quo continues, of problematic interest rate...
Friday, February 21, 2025

Existing home sales: trends of increasing prices, invcreasing inventory, and flat sales all continue

›
   - by New Deal democrat Existing home sales have been flat in the general range of 3.85 -4.10 million annualized for two years, and that c...
Thursday, February 20, 2025

Jobless claims: possibly the final “steady as she goes” report

›
   - by New Deal democrat Let’s take our weekly look at jobless claims. These are a short leading labor market indicator. Also, it is likely...
Wednesday, February 19, 2025

Housing construction declines further into recessionary territory

›
   - by New Deal democrat As promised, economic data resumed this morning, and with it my extended posts. First, the usual point that housin...
Tuesday, February 18, 2025

Data drought continues

›
   - by New Deal democrat There is no new significant economic data today, and I am on the road. Meaningful reporting should resume tomorrow...
Monday, February 17, 2025

Weekly Indicators for February 10 -14 at Seeking Alpha

›
    - by New Deal democrat There’s no significant economic news today. Since I didn’t publish a link to my “Weekly Indicators” post up at Se...
Friday, February 14, 2025

January retail sales: once or so a year, it lays an egg. This was one

›
   - by New Deal democrat   It’s that time of month again for my favorite indicator for the consumption side of the economy: retail sales ...
Thursday, February 13, 2025

Jobless claims: more of “steady as she goes”

›
   - by New Deal democrat Now that we are well past the Holidays, seasonality has settled down and so have the comparisons for jobless claim...
Wednesday, February 12, 2025

January CPI: a new paradigm, with the reappearance of some old suspects

›
   - by New Deal democrat Needless to say, January’s increase of 0.5% in consumer prices was not welcome. And there was a changing of the gu...
Tuesday, February 11, 2025

An examination of the levitation in residential building employment

›
   - by New Deal democrat While we are waiting for new economic data tomorrow, let me pick up on an issue I closed with yesterday: while man...