The Bonddad Blog
Still nerdy after all these years
Wednesday, March 27, 2024
A detailed look at manufacturing, and an update on frieght
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- by New Deal democrat As I wrote on Monday, the big question for this year is whether the recessionary effects of the Fed rate hikes h...
Tuesday, March 26, 2024
Repeat home sales price declined slightly in January; expect deceleration in the CPI measures of shelter to continue
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- by New Deal democrat As I noted again yesterday, house prices lag home sales, which in turn lag mortgage rates. Yesterday we got the fi...
Monday, March 25, 2024
As mortgage rates remain rangebound, so do new home sales
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- by New Deal democrat Let’s begin this post by putting why I am watching new home sales in context. The economy was kept out of recessi...
Saturday, March 23, 2024
Weekly Indicators for March 18 - 22 at Seeking Alpha
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- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. With interest rates having come down from their highs of five ...
Friday, March 22, 2024
Signs of a thaw in the frozen existing homes market, but a very long way to go
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- by New Deal democrat There’s no big economic news today, but yesterday existing home sales were released. While they have historically...
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