The Bonddad Blog

Still nerdy after all these years

Saturday, September 26, 2026

Weekly Indicators for September 21 - 25 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . There are two big, and opposing, forces pulling the economy i...
Friday, September 25, 2026

Despite everything in Washington, manufacturing is Booming

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 - by New Deal democrat One of the things I occasionally pat myself on the back about is spotting new trends first. Such was the case one ye...
Thursday, September 24, 2026

August new home sales consistent with a housing recovery. Unfortunately . . .

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   - by New Deal democrat In the past few months, I have described the housing market as being in a subpar equilibrium, with sales, construc...

Extremely low jobless claims forecast unemployment rate declining below 4%

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   - by New Deal democrat Let’s take our regular weekly look at jobless claims. As a reminder, I look at these because they are an excellent...
Wednesday, September 23, 2026

The rebound in manufacturing employment is likely real, if fragile

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   - by New Deal democrat Over at Econbrowser, Prof. Menzie Chinn asks whether the gains in manufacturing employment as measured by the mont...
Tuesday, September 22, 2026

Yes, Virginia, the k-shaped economy is real

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   - by New Deal democrat Financial pundit  Lance Roberts recently wrote an article entitled , “K-shaped economy: reality or media driven pe...
Saturday, September 19, 2026

Weekly Indicators for September 14 - 18 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . The two big driving forces at the moment - increased interest...
Friday, September 18, 2026

Three reports on the state of goods production show rebound continues - but maybe with a wobble

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   - by New Deal democrat  This week we got three significant updates about the state of goods production in the economy: industrial produc...
Thursday, September 17, 2026

August new housing construction: saying goodbye to the incipient recovery

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   - by New Deal democrat This morning’s report on housing construction may be the last decent one for quite awhile. Let’s wistfully take a ...

Jobless claims continue near historic lows, forecast continued declines in the unemployment rate

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   - by New Deal democrat Let’s take our weekly look at jobless claims. A reminder: I do this because it is a very good leading indicator fo...
Wednesday, September 16, 2026

August real retail sales show consumers keep powering ahead - by digging deeper into their wallets

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   - by New Deal democrat As per my usual intro, real retail sales is one of my favorite economic indicators, because it tells us so much ab...
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