– by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. Update: All of the trends that we have been seeing for the past several months appear to be becoming more entrenched. That includes the re-normalization of the yield curve on the positive side, and weak withholding tax payments and transportation metrics on […]

Weekly Indicators for June 9 – 13 at Seeking Alpha  – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. While there were no significant changes in the indicators, there is evidence of  a downturn in consumer spending compared with the tariff front-running of several months ago, as well as a continued decline […]

 – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. Very slowly the effects of price increases and supply disruptions from the tariffs are making their way into the data. This week was the first suggestion it may have begun to affect consumer spending. As usual, clicking over and reading will bring you […]

– by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. In this time of exogenous shock to the economy caused by the whims of one man, it is especially important to keep laser-focused on the hard data. And the first hard data that will tell you what is happening is the high […]

 – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. The big news this week was the continued surge in commodity prices, normally a sign of tight demand (but sometimes a shortage of supply, that does not seem to be the case now); and also higher interest rates showing up in corporate […]

– by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha.  The long end of the yield curve has steepened, and that means longer term interest rates are higher. Meanwhile the Hurricanes have played havoc with some of the high frequency data. As usual, clicking over and reading will help sort through the noise, […]

Weekly Indicators for February 5- 9 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Most notable is that two of the long leading indicators – interest rates and corporate profits – have turned from very negative to at very least neutral, increasingly suggesting better economic news ahead. As […]

Weekly Indicators for September 25 – 29 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Interest rates continued to head higher, with mortgage rates briefly going over 7.5%. With the long leading indicators having worsened, With the decline in commodity (including gas) prices over, I am looking for […]

Weekly Indicators for September 18 – 22 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. With interest rates at or near multi-decade highs, and the existing home market completely seized up, the background financial condition have trended even worse. Meanwhile the shorter term indicators may be getting reading […]

by New Deal democrat Weekly Indicators for December 20 – 24 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Surprisingly, so far the Omicron variant has had no deleterious effect on any of the data, and in particular, on restaurant reservations. As usual, clicking over and reading will bring you up to […]