Saturday, December 6, 2025

Weekly Indicators for December 1 - 5 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . There are some minor changes, but no big turns in trends. But...
Friday, December 5, 2025

Real income rises, but real spending on goods may be turning down

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   - by New Deal democrat Personal income and consumption is one of the two big monthly reports on the state of the average American, in add...
Thursday, December 4, 2025

Jobless claims: Holiday seasonality enters in a big way

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   - by New Deal democrat The good news is, we are back to the normal weekly jobless claims releases. The really good news is that this week...
Wednesday, December 3, 2025

ISM services for November generally positive and improving

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   - by New Deal democrat Probably the most important economic news this entire week was this morning’s ISM services report. Services are ab...

Production weakens while private employment declines

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   - by New Deal democrat Although not published by the federal government itself, the Fed’s measure of industrial production relies on some...
Tuesday, December 2, 2025

Still flying blind

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   - by New Deal democrat There are no significant updated data releases today - which is disconcetering, considering how far behind we are ...
Monday, December 1, 2025

November ISM manufacturing report indicates deepening stagflationary contraction

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   - by New Deal democrat Normally we begin each month with reports on both construction spending and manufacturing. But even though th fede...
Saturday, November 29, 2025

Weekly Indicators for November 24 - 28 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . In the aggregate, consumer spending remains robust. On the ot...
Friday, November 28, 2025

Regional Fed manufacturing and services indexes for November show manufacturing rebound, continued rampant price pressures, and stagnant employment

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   - by New Deal democrat Although the federal government has resumed reporting economic data, it is spotty and woefully stale, from August ...
Wednesday, November 26, 2025

The housing market continues to be recessionary: repeat home sales edition

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   - by New Deal democrat Note: there was a good advance manufacturers’ new orders report for September this morning. I’m going to save disc...

Jobless claims continue recent trends, do not suggest any worsening of unemployment

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   - by New Deal democrat With the end of the government shutdown, jobless claims are fully updated and back on their regular schedule. And ...
Tuesday, November 25, 2025

Real retail sales for September decline slightly, but within range of trend noise

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   - by New Deal democrat With the continued delay in the official release of the more comprehensive personal income and spending report, re...

Producer prices in September told a tale of goods vs. services (plus; programming note)

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   - by New Deal democrat First, a scheduling note. Several data releases have been made this morning, and several more delayed releases hav...
Monday, November 24, 2025

Scenes from the very tardy September jobs report

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   - by New Deal democrat An opening comment: it is an abomination that the US government treated its statistical agencies as doing expendi...
Saturday, November 22, 2025

Weekly Indicators for November 17 - 21 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Few changes from the last few weeks, but some noteworthy tren...