Weekly Indicators for July 31 – August 4, and long term forecast through H1 2024 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. No big changes in the data, but note that mortgage and other interest rates are up close to their peaks. This will operate to slow […]
Weekly Indicators for July 24 – 28 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. While there continues to be evidence of the normal progression of weakness from long leading to short leading to coincident indicators, there has also been an anomalous major positive resurgence in some […]
Weekly Indicators for July 17 – 21 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. At least when it comes to weekly measures of consumer spending, the “waiting for godot” recession seems to have finally arrived. Meanwhile other metrics have been picking up steam as to the near […]
Weekly Indicators for July 10 – 14 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Several indicators that had been stubbornly positive throughout the decline in leading metrics as of this past week finally turned either neutral or negative. Much as the dominant punditry at the moment is […]
Weekly Indicators for July 3 – 7 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. A real-time daily update of inflation (based on millions of prices posted at internet sales sites among other things) has become available, and has been added to the array of coincident indicators. The […]
SUNDAY, JULY 2, 2023 Weekly Indicators for June 26 – 30 at Seeking Alpha – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. Movement among the indicators continues to be slow as molasses, but an important bifurcation stands out: indicators focusing on services continue to show good growth, while indicators focusing […]
New Deal democrats Weekly Indicators for June 19 – 23 2023 – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. When nothing dramatic is happening, high frequency information can be like watching paint dry. That’s where we are at the moment. The positives – like improving sentiment in the stock market – […]
Weekly Indicators for June 12 – 16 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Stocks are really buying the “soft landing” scenario, rising to repeated 12 month+ highs, apparently anticipating that corporate profits will be off to the races again. Meanwhile, when we look at consumer […]
Weekly Indicators for May 22 – 26 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Several of the indicators that popped higher one week ago sank back lower this week. The overall picture remains very slight positivity in the coincident numbers. Meanwhile stock prices continued to make […]
Weekly Indicators for April 24 – 28 at Seeking Alpha – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. Several important short leading indicators rallied this week. In particular, the stock market seems to think the worst is over (for the moment!). At the same time, several important coincident indicators of taxation […]