Relevant and even prescient commentary on news, politics and the economy.

Weekly Indicators for December 21 – 25 at Seeking Alpha

 by New Deal democrat Weekly Indicators for December 21 – 25 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. While there have been some signs of softening in a few of the high profile metrics, overall the economy continues to remain surprisingly resilient. As usual, clicking over and reading should bring you […]

Are we headed to fresh water shortages?

(Dan here…I lifted reader Michael Smith piece on water use in open thread Dec. 22. The topic is well worth writing about…AB used to discuss this issue regularly starting in 2008 during the severe drought in the US when the southeast was contemplating court action amongst themselves to ensure their own supplies.. Search “water” in […]

Weekly Indicators for December 15 – 19 at Seeking Alpha

 by New Deal democrat  Weekly Indicators for December 15 – 19 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Even with deterioration in a few noteworthy items like new jobless claims, the overall tenor of both the forecast and the nowcast remains positive. As usual, clicking over and reading should be educational […]

Portfolio Capital Flows to Emerging Markets amid the Pandemic

by Joseph Joyce Portfolio Capital Flows to Emerging Markets amid the Pandemic Among the most notable economic responses to the COVID-19 pandemic has been the turnaround in capital flows to emerging markets. A sudden reversal in portfolio flows of over $100 billion to these countries in March has been offset by a surge of capital […]

Portfolio Capital Flows to Emerging Markets amid the Pandemic

by Joseph Joyce Portfolio Capital Flows to Emerging Markets amid the Pandemic Among the most notable economic responses to the COVID-19 pandemic has been the turnaround in capital flows to emerging markets. A sudden reversal in portfolio flows of over $100 billion to these countries in March has been offset by a surge of capital […]

The US economy is primed for takeoff in 2021

 by New Deal democrat The US economy is primed for takeoff in 2021 The first vaccine against COVID-19 began to be distributed today. At last there is light at the end of the tunnel. The pandemic has been dictating the state of the economy ever since it hit. But for the last several months and […]

Weekly Indicators for December 7 – 11 at Seeking Alpha

by New Deal Democrat Weekly Indicators for December 7 – 11 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Here’s the link: https://seekingalpha.com/article/4394374-weekly-high-frequency-indicators-weakness-spreads-still-no-fundamental-change-in-outlook With the big increase in jobless claims, as well as a deteriorating situation for restaurant dining, weakness has spread further among the indicators – but the forecast, both […]