The Bonddad Blog

   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . A number of shorter term indicators - mainly stock prices and...

    - by New Deal democrat As we get towards the end of the month, the data from the important leading housing sector begins to be reported...

   - by New Deal democrat Consumption leads employment, and retail sales are the most timely monthly indicator of consumption. Indeed, popul...

   - by New Deal democrat Probably the brightest spot in the entire economy right now is initial jobless claims. Contrary to the general the...

   - by New Deal democrat Industrial production is much less central to the US economic picture than it was before the “China shock,” since ...

   - by New Deal democrat Much of the commentary on yesterday’s CPI report suggested that the tariff impacts were apparent. My own analysis ...

   - by New Deal democrat We are at somewhat of an inflection point as to consumer inflation. On the one hand, the post-pandemic inflationa...

    - by New Deal democrat The post-jobs report data drought finally ends tomorrow. Today, let me take the opportunity to update some import...

   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. Despite the warning signs in some of the recent monthly data t...

   - by New Deal democrat Our data drought won’t end until next Tuesday. In the meantime, let me follow up on a theme from my analysis of th...

   - by New Deal democrat We finally have some new data this week - the usual, jobless claims. Initial claims declined -5,000 for the week, ...

   - by New Deal democrat During this week’s drought of new economic data, let’s continue taking a look at some important information from l...