Monday, April 22, 2019

@9:30, 4/22/19

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1

Chicago Fed "Index Points to a Pickup in Economic Growth in March"

Calculated Risk at Calculated Risk - 47 minutes ago
From the Chicago Fed: Index Points to a Pickup in Economic Growth in March Led by improvements in employment-related indicators, *the Chicago Fed National Activity Index (CFNAI) rose to –0.15 in March* from –0.31 in February. Three of the four broad categories of indicators that make up the index increased from February, but three of the four categories made negative contributions to the index in March. *The index’s three-month moving average, CFNAI-MA3, moved down to –0.24 in March from –0.18 in February* emphasis added This graph shows the Chicago Fed National Activity Index (thre... more » 
 
https://en.wikipedia.org/wiki/History_of_central_banking_in_the_United_States

https://en.wikipedia.org/wiki/History_of_central_banking_in_the_United_States#A_regional_Federal_Reserve_system

Tight money is popular with the wealthy.

2

Seth Moulton on the Issues: A Marine Veteran Eyes Foreign Policy

MATT STEVENS at NYT > Politics - 1 hour ago
Mr. Moulton, 40, a Massachusetts congressman who is running for president,
 has argued for electoral changes and for reshaping the Green New Deal.
 
His heart is in it but he has not done his homework.
 

Seth Moulton, Massachusetts Congressman, Is Running for President

MATT STEVENS at NYT > Politics - 1 hour ago
Mr. Moulton, 40, has pushed for a “new generation of leadership” in Washington and
 recently sought to deny Nancy Pelosi the House speaker’s gavel.
 
https://en.wikipedia.org/wiki/North_Molton

https://www.google.com/maps/place/North+Molton,+South+Molton+EX36+3HD,+UK/@51.1183575,-3.5409822,11z/data=!4m5!3m4!1s0x486dcc64c62d9dfb
 
4

Amy Klobuchar’s Big Idea: Bipartisan Appeal Can Beat Trump

LISA LERER at NYT > Politics - 3 hours ago
As her Democratic rivals promise generational change, 
national unity and sweeping liberal platforms,
 Ms. Klobuchar’s plan is more prosaic: A win.
 
Unlikely. 
 

On Politics: Will Democrats Nominate Another White Man?

NYT > Politics - 7 hours ago
Pete Buttigieg. Bernie Sanders. Beto O’Rourke. And soon, Joe Biden. The most diverse field of candidates ever has been dominated lately by white men.
 
Blacks are a significant minority.
I will make no truce with kings. 
 

U.S. to Clamp Down on Iranian Oil Sales, Risking Rise in Gasoline Prices

EDWARD WONG and CLIFFORD KRAUSS at NYT > Politics - 7 hours ago
The Trump administration plans to end oil purchase waivers to five nations, notably China and India, although some officials had warned the move could hinder other priorities.
 
Fossil fuel must end. 
 

Monday: Existing Home Sales

Calculated Risk at Calculated Risk - 12 hours ago
Weekend: • Schedule for Week of April 21, 2019 Monday: • At 8:30 AM ET, *Chicago Fed National Activity Index* for March. This is a composite index of other data. • At 10:00 AM: *Existing Home Sales* for March from the National Association of Realtors (NAR). The consensus is for 5.30 million SAAR, down from 5.51 million. Housing economist Tom Lawler expects the NAR to report sales of 5.40 million SAAR for March. From CNBC: Pre-Market Data and Bloomberg futures: S&P 500 are up 4 and DOW futures are up 40 (fair value). Oil prices were up over the last week with WTI futures at $64.67 p... more » 
 
Down for last month.
 

White House Memo: To Defend Against a Mercurial Boss, Trump Aides Wield the Pen as Shield

PETER BAKER and ANNIE KARNI at NYT > Politics - 13 hours ago
 
every smart phone has a recorder feature.
 
9

‘I Don’t Want to Die’: Asylum Seekers, Once in Limbo, Face Deportation Under Trump

CHRISTINA GOLDBAUM at NYT > Politics - 13 hours ago
Thousands of immigrants who were granted reprieves under the Obama administration have been told to return to countries where they face persecution threats.
 
Trump would change the law on refuge.
 
10 

Hospitals Stand to Lose Billions Under ‘Medicare for All’

REED ABELSON at NYT > Politics - 15 hours ago
Private insurance pays hospitals much more than the federal government does for patient care. If Medicare for all means Medicare rates, expect an industry backlash.
 
Yes.  Hospitals are not health care. 
 
11 

Giuliani Says There Is ‘Nothing Wrong With Taking Information From Russians’

EMILY COCHRANE and CATIE EDMONDSON at NYT > Politics - 17 hours ago
Rudolph W. Giuliani, President Trump’s personal lawyer, defended the Trump campaign’s behavior as fallout from the Mueller report played out on national television.
 
Information is all around.  Propaganda tells another story.
 
12 

Week-end Wrap – Political Economy – April 20, 2019

Tony Wikrent at Ian Welsh - 23 hours ago
This post is by Tony Wikrent I have been looking at the work of Cornell University law professor Robert Hockett, who is serving as an economics adviser to Representative Alexandria Occasio-Cortez. I have been delighted to find that Hockett has been working the same angle I have: applying the classical republicanism that informed the creation of […]
 
Read carefully.  A point of view is this compilation's objective.
 
13 

Hotels: Occupancy Rate Increased Year-over-year

Calculated Risk at Calculated Risk - 1 day ago
From HotelNewsNow.com: STR: US hotel results for week ending 13 April The U.S. hotel industry reported positive year-over-year results in the three key performance metrics during the week of 7-13 April 2019, according to data from STR. In comparison with the week of 8-14 April 2018, the industry recorded the following: • *Occupancy: +2.4% to 69.9%* • Average daily rate (ADR): +4.4% to US$136.25 • Revenue per available room (RevPAR): +6.9% to US$95.22 emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four week average. [image: Hote... more » 
 
More are traveling.
 
14 

How Michael Cohen Turned Against President Trump

BEN PROTESS, WILLIAM K. RASHBAUM and MAGGIE HABERMAN at NYT > Politics - 1 day ago
The president’s longtime fixer had, for months, sought “a little loving and respect.” Confidential emails and texts chronicle their momentous falling out.
 
Trump threw Cohen under the bus.
 
15 

Why It Matters That Trump and Michael Cohen Had a Falling Out

WILLIAM K. RASHBAUM at NYT > Politics - 1 day ago
As Mr. Trump’s longtime fixer, Mr. Cohen had an intimate view of his boss’s personal and professional lives. The collapse of their relationship has cast a shadow on the presidency.
 
We know more than we did.
 
16 

How 2020 Democrats Are Gaming Out Trump Impeachment Quandary

MATT FLEGENHEIMER and JONATHAN MARTIN at NYT > Politics - 1 day ago
Most candidates feel no pressure to demand President Trump’s impeachment because they do not hear a clamoring for it on the campaign trail.
 
People are thinking.
President Pence would be a catastrophy.
 
17 

Catching Up on the Mueller Report: What’s Next?

SANDRA E. GARCIA at NYT > Politics - 1 day ago
A redacted version of the Mueller report was published. Here is what you need to know about it, President Trump’s response and what Congress might do next.
 
Get the story.  Redactions twist facts. 
 
18 

Mueller Witnesses Who Once Served in White House Now Fear Trump’s Ire

MICHAEL S. SCHMIDT and MAGGIE HABERMAN at NYT > Politics - 1 day ago
Witnesses whose accounts contributed to the Mueller report’s damaging portrait of the president are said to be concerned about his potential retaliation.
 
Yes.
 
19 

Prodded by Putin, Russians Sought Back Channels to Trump Through the Business World

SHARON LaFRANIERE at NYT > Politics - 1 day ago
The Mueller report shows how Russia’s efforts to connect with the Trump team spun into high gear after the election as the Kremlin dispatched oligarchs and bankers to find inroads.
 
Do what works.
 
20 

Times Insider: A Reader’s Guide to the Journalism Behind the Mueller Report

ANNA DUBENKO at NYT > Politics - 1 day ago
If some of the revelations in Robert S. Mueller III’s redacted report sound familiar, it’s because many of them were previously published by The New York Times and other news outlets.
 
Maps are good.


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