Bonddad Tuesday Linkfest

Thursday I'll be doing a free webinar that will review the last month or so of US economic data along with an overview of the major markets (equities and bonds).  It's free! It'll last at most 30 minutes (probably shorter).  You can sign up here.

• Personal income up .2%/ PCE up .1% (BEA)
• This undershot Macroadvisers estimates in a big way (Equitablog)
• Pending home sales up .7% Y/Y (CR)
• Another Chinese steelmaker misses a bond payment (BB)
• Dallas Fed's trimmed mean CPI at 1.8% Y/Y (Dallas Fed)
• Atlanta Fed's GDPnow model at .6% for 1Q (Twitter/Atlanta Fed)
• Microsoft is interested in Yahoo? (Reuters)
• On the fast track? (Dr. Ed)
• Long Leading Indicators aren't good (NDD at XE.com)
• Labor's share of the economy (Equitablog)
• There's a large difference between large and small stocks (Irrelevant Investor)
• Japan's unemployment rate at 3.3% (SA) (stats bureau)
• Household spending up 1.2% Y/Y, workers household spending down 2.2% Y/Y (Japan Stats)
• Japanese retail sales up .5% Y/Y, down 2.3% M/M (METI)
• Loans to EU households increased 1.6%, annual rate (ECB)
• Britains minimum wage experiment (FT)
• Construction machinery sales likely to increase slightly this year (FT)
• Capital Cycle matters for investing (FT)

Today's Japanese Statistics in Perspective