The Bonddad Blog

   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. This week I quantified the difference between commodity prices...

   - 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 As per usual, retail sales are one of my favorite economic indicators, because in the past they have told us a lo...

   - by New Deal democrat  Normally I don’t pay too much attention to producer prices, but occasionally they are very important - and today...

   - by New Deal democrat  Obviously this morning’s PPI number was the most important report of the day. I want to get to that later, but f...

   - by New Deal democrat In my note yesterday about the July CPI, I noted the transition from the trend where overall inflation ex-shelter ...

   - by New Deal democrat The story of this month’s CPI report is summed up in the first few graphs below: the shelter portion of the index ...

   - by New Deal democrat   Despite some very soft employment and production data in the past several weeks, Wall Street has been on some...

   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. There is a strong divergence between the high frequency data, ...

   - by New Deal democrat Twenty years ago Prof. Edward Leamer gave an important speech at the Fed’s Jackson Hole, WY, retreat called “Housi...

   - by New Deal democrat As I wrote earlier this week, the positive trend in initial jobless claims is one of the most important data point...

   - by New Deal democrat We’ve settled back in to our typical post-employment week lack of new data, so today is a good day to update the l...

   - by New Deal democrat Two months ago, in response to the new orders components of the economically weighted ISM manufacturing and servic...