Saturday, May 31, 2025

Weekly Indicators for May 26 - 30 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . As I wrote about here this week, the supply chain effects of ...
Friday, May 30, 2025

April personal income and spending: the last positive front-running report?

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   - by New Deal democrat We finish the month of May with the very important personal income and spending for April, which gives us a thorou...
Thursday, May 29, 2025

Tariff-palooza! Implodes - for now; but is it already too late?

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   - by New Deal democrat Let me start this post by picking up where I left off yesterday. In yesterday’s post I suggested that an absolute ...

Jobless claims: unresolved post-pandemic seasonality appears once again

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   - by New Deal democrat One of the main reasons I include the last two years when I write about initial and continued jobless claims is th...
Wednesday, May 28, 2025

Updating the status of tariff-palooza!

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   - by New Deal democrat  There’s no significant new economic data today, so let’s take an updated look at the downstream effects on the s...
Tuesday, May 27, 2025

Repeat home sales through March confirm continued deceleration of price increases

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   - by New Deal democrat Last week the existing home sales report showed continued deceleration in YoY price increases to 1.8%, indicative ...
Monday, May 26, 2025

Memorial Day 2025: “that these dead shall not have died in vain”

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   - by New Deal democrat From Lincoln’s Gettysburg Address: “… [O]ur fathers brought forth on this continent, a new nation, conceived in Li...
Saturday, May 24, 2025

Weekly Indicators for May 19 - 23 at Seeking Alpha (plus bonus charts)

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . The effects of Tariff-paloooza! are like a slowly building ts...
Friday, May 23, 2025

New home sales make 3 year high as price pressures for existing homes abate and inventory increases

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    - by New Deal democrat Since new and existing home sales were released just one day apart, I figured I would report on both of them to...
Thursday, May 22, 2025

Jobless claims: more of the same old, same old

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   - by New Deal democrat The story continues to be “same old, same old” with unemployment claims. Initial claims declined -2,000 last week ...
Wednesday, May 21, 2025

The Bond Market is Not Amused: on the importance of Moddy’s debt downgrade and the GOP budget bill

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   - by New Deal democrat Today let me address the GOP bust-out budget bill, and how that plays into Moody’s downgrade of US debt last week....
Tuesday, May 20, 2025

Have any impacts from Tariff-palooza! shown up in hard data yet?

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   - by New Deal democrat A few days ago Prof. Menzie Chinn at Econbrowser posted the below graphs comparing the time that hard vs. soft dat...