Saturday, March 22, 2025

Weekly Indicators for March 17 - 21 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . The biggest change this week, as I wrote yesterday, was the s...
Friday, March 21, 2025

Regional new orders deteriorate; sales still lead inventories

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   - by New Deal democrat No significant new economic news today, so let me follow up on Wednesday’s post about production and sales. The ...
Thursday, March 20, 2025

Jobless claims suggest continued sluggish growth

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   - by New Deal democrat Let’s take our weekly look at initial claims, the first indicator that should show stress in any rising unemploym...
Wednesday, March 19, 2025

Policy uncertainty, business investment, and consumer spending

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   - by New Deal democrat There’s no significant new economic news today, so let’s take a look at something of a topic du jour. In case you ...
Tuesday, March 18, 2025

Two cheers for a great February industrial production report! With a gigantic *

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   - by New Deal democrat Two cheers for the very good industrial production report for Feburary! Total production increased 0.7%, and manuf...

February housing construction rangebound, but at recessionary or near-recessionary levels

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   - by New Deal democrat  As usual, the month’s important housing data starts out with construction.  For a quick refresher, I follow this...
Monday, March 17, 2025

Real retail sales show a significant downdraft, but still expansionary

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   - by New Deal democrat Let me start out this month with a historical review of why I have always paid so much attention to real retail sa...
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...