Wednesday, June 12, 2019

@10:02, , 6/12/19

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BLS: CPI increased 0.1% in May, Core CPI increased 0.1%

Calculated Risk at Calculated Risk - 1 hour ago
From the BLS: *The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.1 percent in May* on a seasonally adjusted basis after rising 0.3 percent in April, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 1.8 percent before seasonal adjustment. ... *The index for all items less food and energy increased 0.1 percent for the fourth consecutive month*. ... The all items index increased 1.8 percent for the 12 months ending May. *The index for all items less food and energy rose 2.0 percent over the last 12 months*, a... more »

MBA: Mortgage Applications Increased Sharply in Latest Weekly Survey

Calculated Risk at Calculated Risk - 1 hour ago
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 26.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 7, 2019. The results for the week ending May 31, 2019 included an adjustment for the Memorial Day holiday. ... The Refinance Index increased 47 percent from the previous week. *The seasonally adjusted Purchase Index increased 10 percent from one week earlier*. The unadjusted Purchase Index increased 20 percent compared wi... more »

23 Democrats Are Running for President. Do Any of Them Know What They’re Doing?

Mark Leibovich at NYT > Politics - 3 hours ago
How do you unite a fractious base and defeat President Trump? No one seems to know, but that isn’t stopping them from giving it a try.
 
 

On Politics: Biden vs. Trump

NYT > Politics - 9 hours ago
In the most ferocious day of attacks so far in the campaign, the two men traded insults as they each campaigned in Iowa.

House Approves Court Action to Enforce Democrats’ Subpoenas

Nicholas Fandos at NYT > Politics - 13 hours ago
The House voted on Tuesday to authorize its committees to go directly to court to enforce subpoenas that the Trump administration is resisting or ignoring.

A Truce Falters, and a Plan to Raise Congress’s Pay Falls Apart

Emily Cochrane at NYT > Politics - 13 hours ago
Democratic and Republican House leaders tried to broker a deal for an increase after a decade of frozen pay, but ran up against vulnerable freshmen Democrats.

Democrats to Scrutinize Ex-Lobbyist’s Role in Trump’s Arms Sales to Gulf Nations

Edward Wong and Catie Edmondson at NYT > Politics - 13 hours ago
Legislators are scrutinizing State Department officials under Mike Pompeo, including Charles Faulkner, a former lobbyist who represented Raytheon Company.

Climate Change Poses Major Risks to Financial Markets, Regulator Warns

Coral Davenport at NYT > Politics - 13 hours ago
The regulator, who sits on a powerful government panel that oversees major financial markets, likened global warming risks to the 2008 mortgage crisis.

Buttigieg Outlines Foreign Policy Views, Urging End to ‘Endless War’

Trip Gabriel at NYT > Politics - 13 hours ago
The speech in his home state of Indiana seemed aimed at easing concerns about his age and lack of experience in world affairs.

Wednesday: CPI

Calculated Risk at Calculated Risk - 13 hours ago
Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the *mortgage purchase applications index*. • At 8:30 AM, The *Consumer Price Index for May* from the BLS. The consensus is for 0.1% increase in CPI, and a 0.2% increase in core CPI.

House Approves Court Action to Enforce Democrats’ Subpoenas

Nicholas Fandos at NYT > Politics - 15 hours ago
The House voted on Tuesday to authorize its committees to go directly to court to enforce subpoenas that the Trump administration is resisting or ignoring.

As 2020 Candidates Struggle to Be Heard, Their Grumbling Gets Louder

Lisa Lerer and Reid J. Epstein at NYT > Politics - 15 hours ago
There’s only so much room in the spotlight in the Democratic presidential race, leaving some candidates feeling left out. “It’s a ‘Hunger Games’ situation,” one said.

LA area Port Traffic Down Year-over-year in May

Calculated Risk at Calculated Risk - 16 hours ago
*Special note:* The expansion to the Panama Canal was completed in 2016 (As I noted a few years ago), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. On the impact of the trade war, from Port of Long Beach Executive Director Mario Cordero: “One year into the trade war, escalating tariffs have pushed retailers to order goods early, warehouses are brimming with inventory as a result, and in response, ocean carriers are managing their vessels to deal with reduced demand,” Cord... more »

Trump Brags About Mexico Deal, but Reveals No Details

Michael D. Shear at NYT > Politics - 17 hours ago
The president’s dramatic flourish came a day after Mexico’s foreign minister publicly denied that his country has an undisclosed immigration agreement with the U.S.

What to Know About the Alabama Chemical Castration Law

Alan Blinder at NYT > Politics - 17 hours ago
Alabama is the latest state to use drugs to try to reduce recidivism among sex offenders.

Book Reviews & Fundraising Update

Ian Welsh at Ian Welsh - 18 hours ago
We have now raised $6,278. That means we have made the goal of ten reviews at $5,000 and are $1,722 from the second goal of six reviews. We’re $4,722 from the final goal of a booklet meant to teach how to think better about society, world events and the future. DONATE OR SUBSCRIBE I want […]

4 Questions Hovering Over the Raytheon-United Technologies Deal to Create a Defense Giant

Peter Eavis at NYT > Politics - 20 hours ago
The two companies say joining forces will be good for America. But President Trump and antitrust experts worry that the deal could reduce competition.

Alabama Could Chemically Castrate Some Sex Offenders. Here’s What That Means.

Alan Blinder at NYT > Politics - 20 hours ago
Alabama is the latest state to use drugs to try to reduce recidivism among sex offenders.

U.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2018

Calculated Risk at Calculated Risk - 21 hours ago
IMPORTANT NOTE: The data below is based on the Census 2018 estimates. Housing economist Tom Lawler has pointed out some questions about earlier Census estimates, see: Lawler: "New Long-Term Population Projections Show Slower Growth than Previous Projections but Are Still Too High" Five years ago, I wrote: Census Bureau: Largest 5-year Population Cohort is now the "20 to 24" Age Group. Note: For the impact on housing, also see: Demographics: Renting vs. Owning This month the Census Bureau released the population estimates for 2018 by age, and I've updated the table from the previous... more »

Trump and Biden Get Personal in Iowa Skirmish

Katie Glueck and Annie Karni at NYT > Politics - 22 hours ago
President Trump and former Vice President Joseph R. Biden Jr., who increasingly see each other as political foils, traded attacks as they traveled to the battleground state.
 
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