Saturday, August 1, 2026

Weekly Indicators for July 27 - 31 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Unsurprisingly, the big move this week was in interest rates,...
Friday, July 31, 2026

Consumers’ strong spending contrasts with recessionary real incomes in June

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   - by New Deal democrat Here is my delayed write-up on yesterday’s report on personal income and spending in June. To cut to the chase, it...
Thursday, July 30, 2026

Q2 GDP: ‘meh’ and good headlines matched by ‘meh’ and good leading indicators for 2027

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   - by New Deal democrat Note: I will post my long write-up about personal income, spending, and saving tomorrow morning.  As per usual, my...

Initial claims continue very positive for the economy, near 50+ year lows

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   - by New Deal democrat FRED has been very slow about updating either personal income and spending or Q1 GDP data graphs, so while I am wa...
Wednesday, July 29, 2026

Has America become an “extractive economy”? The ‘tell’ of interest rates and inflation

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   - by New Deal democrat There is a quote, allegedly from Alexander Frazer Tytler over 200 years ago, but apparently actually originating i...
Tuesday, July 28, 2026

Is the disinflation in repeat home sales prices ending?

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   - by New Deal democrat There may be a new, slightly accelerating, trend developing in house prices — or it may just be noise. The former,...
Monday, July 27, 2026

Two cheers for increasing manufacturers’ new orders

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   - by New Deal democrat This is another one of those weeks when most of the important new data is crammed into one day, in this case Q2 GD...
Sunday, July 26, 2026

The NY Times finally tells its readers what I’ve been telling you for the last 6 months: wealth effect edition

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   - by New Deal democrat Via Ben Casselman, who authored the piece, here is the headline for a NYTimes article from last Wednesday: As he s...
Saturday, July 25, 2026

Weekly Indicators for July 20 - 24 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. With the renewed warmaking in the Middle East, the price of oi...
Friday, July 24, 2026

June new home sales, prices, and inventory are more evidence for a subpar housing equilibrium

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   - by New Deal democrat In last month’s note on new home sales,  I concluded that “ This is all but unique. Historically a recession will ...
Thursday, July 23, 2026

The “no fire” economy sets a new, 55+ year record low

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   - by New Deal democrat [Administrative note: yesterday’s problem, in which the platform would not allow me add a new post, seems to have ...
Tuesday, July 21, 2026

Regional Fed reports indicate elevated inflation is likely to continue

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   - by New Deal democrat [Note: Blogger has (hopefully) temporarily prevented me from putting up new posts. So if you scroll down to last w...