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

The Bonddad Blog: Weekly Indicators for July 25 – 29 at Seeking Alpha

Weekly Indicators for July 25 – 29 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. There have been some interesting counter-trend movements in the indicators. For example, interest rates on mortgages have declined by more than 1% since their peak one month ago. Gas prices have declined by […]

Weekly Indicators for May 9 – 13 at Seeking Alpha

Weekly Indicators for May 9 – 13 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. One measure of how the Russia-Ukraine war has been “normalized” globally, is that industrial commodity prices have declined sharply – on the order of 25% – in the past two weeks, taking back […]

Weekly Indicators for April 18 – 22 at Seeking Alpha

by New Deal democrat Weekly Indicators for April 18 – 22 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. While I was writing about mortgage rates during the week, the yield curve did some re-tightening, enough to make a difference in the long term forecast. As usual, clicking over and reading should […]

Weekly Indicators for November 22 – 26 at Seeking Alpha

 by New Deal democrat Weekly Indicators for November 22 – 26 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Despite the roiling of the financial waters (on thin trading, with all of the A-list movers and shakers away from their desks) on Friday, the underlying indicators for the economy in all timeframes […]

Weekly Indicators for August 30 – September 3 at Seeking Alpha

 by New Deal democrat Weekly Indicators for August 30 – September 3 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. Even the indicators which should be most sensitive to rhe raging of the Delta variant show no significant deterioration. A few indicators actually improved. As usual, clicking over and reading should reward […]

Weekly Indicators for July 12 – 16 at Seeking Alpha

by New Deal democrat Weekly Indicators for July 12 – 16 at Seeking Alpha My “Weekly Indicators” post is up at Seeking Alpha. All timeframes continue positive, but the renewed outbreak of COVID – indeed, its uncontrolled exponential spread – is the proverbial elephant in the room, and is quite likely to Bigfoot the entire forecast […]

Weekly Indicators for April 19 – 23 at Seeking Alpha

 -by New Deal democrat Weekly Indicators for April 19 – 23 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. I feel like a broken record . . . With pedal-to-the-metal fiscal and monetary stimulus, plus the opening up of pent-up demand with a large pool of vaccinated people, the economy is on […]

Weekly Indicators for April 12 – 16 at Seeking Alpha

 – by New Deal democrat Weekly Indicators for April 12 – 16 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. The big call I made last year is that conditions were setting up for a Boom this year, once the pandemic started to be overcome. Well, almost half of all Americans have […]

Weekly Indicators for March 29 – April 2 at Seeking Alpha

 by New Deal democrat Weekly Indicators for March 29 – April 2 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. One fairly unique service I think I provide is not just forecasting the next few months, but into the next year as well. So in the second half of last year I […]