The Bonddad Blog

Still nerdy after all these years

Saturday, November 1, 2025

Weekly Indicators for October 27 - 31 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . With the dearth of monthly federal economic data, the private...
Friday, October 31, 2025

An appreciation of the Angry Bear blog

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   - by New Deal democrat Yesterday we were supposed to find out how much the economy grew (*if* it grew) during the 3rd Quarter, via the GD...
Thursday, October 30, 2025

Weighing Regional Fed Services Surveys, the sketch emerges of an economy on the cusp of stagflationary recession

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   - by New Deal democrat As I’ve reiterated several times this month, the two items of information I am paying the most attention to in the...
Wednesday, October 29, 2025

October Regional Feds’ summary of the goods producing economy: growth, but with strong inflation and almost nonexistent job growth

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   - by New Deal democrat With the shutdown of almost all economic statistics from the federal government, one of the most important remaini...
Tuesday, October 28, 2025

Repeat home sales show continued deflation (Case Shiller) vs. stabilization (FHFA) (update with current graphs)

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   - by New Deal democrat Despite the government shutdown, the FHFA did publish its repeat home sales index this morning. And since the S...
Monday, October 27, 2025

Tabulated state initial and continuing claims continue neutral trend indicating weak expansion

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   - by New Deal democrat  As I have done since the beginning of the government shutdown, the number of initial and continuing claims can b...
Saturday, October 25, 2025

Weekly Indicators for October 20 - 24 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . This is a good time for a reminder that very little of the hi...
Friday, October 24, 2025

September consumer inflation: re-accelerating trend more established, with shelter (!) being the only silver lining

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   - by New Deal democrat Wow, some actual new economic data on which to report - how refreshing! To be clear, the only reason this was rep...
Thursday, October 23, 2025

home sales, prices, inventory all rangebound

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   - by New Deal democrat With the continuing desert of official data, the NAR’s existing home sales report - which normally is of secondary...
Tuesday, October 21, 2025

Redbook, Philly Fed: a whiff of consumer weakening?

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   - by New Deal democrat The government shutdown is continuing. The only significant national economic news will be the NAR’s existing home...
Monday, October 20, 2025

Initial claims lower than one year ago, an important positive point for the economy

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    - by New Deal democrat As per my introduction the past several weeks, despite the government shutdown we can recreate the initial and co...
Saturday, October 18, 2025

Weekly Indicators for October 13 - 17 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . About 90% of the high frequency data comes from non-Federal g...
Friday, October 17, 2025

DOGE layoffs hit, but still no significant change in initial or continuing jobless claims

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   - by New Deal democrat We continue our exercise in flying blind (into terrain?) as the government shutdown prevented the release of housi...
Thursday, October 16, 2025

Significant positive news in the goods producing sector

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   - by New Deal democrat Under normal circumstances, this would be the morning I would slice and dice the first important consumer data for...
Tuesday, October 14, 2025

More on stock market indexes’ advance-decline lines: the healthy and the sick

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   - by New Deal democrat I am currently on vacation, and as the shutdown continues with no end in sight, the only sources of economic data ...
Monday, October 13, 2025

Tabulations of state level reports indicates 228,000 initial claims, 1.938 million continuing claims last week

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   - by New Deal democrat Among the economic data that is not being reported due to the federal government shutdown are initial and continui...
Saturday, October 11, 2025

Weekly Indicators for October 6 - 10 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . More roiling of the waters in commodities, in between signs o...
Friday, October 10, 2025

The “Big Picture” nowcast and forecast

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   - by New Deal democrat  We are well into our data blackout, as no federal economic data whatsoever was released this week. Even sites th...
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