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Wednesday, September 28, 2016

Everything's alright forever


Calculated Risk - renter share of single-family market finally starting to decline. And again, that is a good forward indicator for the US economy.

Bespoke - confidence among low income consumers surges. That's because they're finally getting better jobs that pay more, plus a minimum wage hike in the first time since ever. And since consumption is driven by the bottom half of the income set, this also is a good forward indicator for the US economy.

Calculated Risk - chemical activity barometer indicates solid growth. Again.

Bonddad - Steve Hayward of Powerline is still a jackass. Well, he works for a site called "Powerline", so what do you expect?





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