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

Weekly Indicators for May 2 – 6 at Seeking Alpha

 by New Deal democrat Weekly Indicators for May 2 – 6 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Over the past few months, indicators across all timeframes have deteriorated. With increasing interest rates, and another Fed rate hike, that trend continued, and spread to credit conditions in a significant way. As […]

Weekly Indicators for April 4 – 8 at Seeking Alpha

 by New Deal democrat Weekly Indicators for April 4 – 8 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. After several weeks of tightening and then inversion, the yield curve in the US Treasury market un-inverted in a big way this past week – via higher long term rates which drove mortgage […]

Weekly Indicators for March 21 – 25 at Seeking Alpha

 by New Deal democrat Weekly Indicators for March 21 – 25 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. The walls closed in a little more on the long leading forecast this week, as now real money supply is beginning to falter. As usual, clicking over and reading will bring you thoroughly […]

Weekly Indicators for March 14 – 18 at Seeking Alpha

by New Deal democrat Weekly Indicators for March 14 – 18 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. The economic indicators are coming under pressure from both ends. The long leading indicators are being buffetted by inflation and the Fed, as interest rates generally rise, and the yield curve gets very […]

Weekly Indicators for February 28 – March 4 at Seeking Alpha

  by New Deal democrat Weekly Indicators for February 28 – March 4 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha.  There are two big stories dominating the data. The first is how inflation, and the anticipated Fed rate hike, are affecting interest rates. The second is the ramifications, particularly for commodities, […]

Weekly Indicators for February 21 – 25 at Seeking Alpha

by New Deal democrat Weekly Indicators for February 21 – 25 at Seeking Alpha My “Weekly Indicators” post is up at Seeking Alpha. The invasion of Ukraine by Russia has added some elevated risk to a few of the numbers, but there is nothing that indicates any economic crisis. In general, there are accumulating signs that […]

Weekly Indicators for February 7 – 11 at Seeking Alpha

by New Deal democrat Weekly Indicators for February 7 – 11 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha.  Last year my task was easy, because the issue was whether to describe the economic Boom as “red hot” or “white hot.” With interest rates having risen between 1/2% or 1%, depending on […]

Weekly Indicators for January 31 – February 4 at Seeking Alpha

by New Deal democrat Weekly Indicators for January 31 – February 4 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. There is an old market saying that “the cure for high prices is, high prices.” Well, commodity prices, and in particular industrial commodities and oil, are at new multi-year highs. The latter […]

Weekly Indicators for January 24 – 28 at Seeking Alpha

by New Deal democrat Weekly Indicators for January 24 – 28 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. While most of the chatter this past week was about inflation and the Fed raising interest rates, commodities got hot again, with oil making another 7 year high. This is both good and […]

Weekly Indicators for January 17 – 21 at Seeking Alpha

by New Deal democrat Weekly Indicators for January 17 – 21 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. A few months ago, in the midst of the Boom, virtually every indicator across all time spectrums was positive. In the past months, we have begun to see the deterioration in that situation, […]