The Bonddad Blog

Still nerdy after all these years

Saturday, March 15, 2025

Weekly Indicators for March 10 - 14 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. Despite the steep sell-off and rebound in the stock market thi...
Friday, March 14, 2025

The Quick and Dirty forecasting model now says . . .

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   - by New Deal democrat No important economic data today, but since yesterday was an exciting day at the horse track, with the S&P 500...
Thursday, March 13, 2025

Producer prices may show first inflationary effects of tariff wars

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   - by New Deal democrat I typically do not pay much attention to producer prices. Sometimes they do lead consumer prices, but since the t...

Jobless claims: no longer “steady as she goes,” but no yellow flag either

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   - by New Deal democrat Initial jobless claims last week declined -2,000 to 220,000, while the four week average increased 1,500 to 226,00...
Wednesday, March 12, 2025

February CPI: a very good report, with even the chronic “problem children” getting “less bad”

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   - by New Deal democrat Let me cut right to the chase: the February consumer inflation report was actually very good. It wasn’t just that...

JOLTS revisions point to even weaker recent jobs market

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   - by New Deal democrat Before I tackle this morning’s consumer inflation report, yesterday I promised an update of the benchmark revision...
Tuesday, March 11, 2025

January JOLTS report: monthly increases, but significant downward revisions to 2024

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   - by New Deal democrat  To review briefly, the monthly JOLTS reports give us a more granular look at the employment sector, but are dela...
Monday, March 10, 2025

Scenes from Friday’s jobs report: the (totally contradictory) Big Picture

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    - by New Deal democrat There is no important economic data today, so let’s take a closer look at some of the noteworthy items from Frida...
Sunday, March 9, 2025

The “Constitutional Interregnum”

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   - by New Deal democrat  Is there anything that can be done with a President who has the support of 1/3+ one member of the Senate?  Since...
Saturday, March 8, 2025

Weekly Indicators for March 3 - 7 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. The malign and moronic “policies” of the 2nd T—-p Administrati...
Friday, March 7, 2025

February jobs report: weak employment gains, but some 3+ year highs in unemployment metrics

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   - by New Deal democrat My question over the past year has been whether “decleration” would turn into “deterioration.” For a “soft landi...
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