Wednesday, June 5, 2019

@14:45, , 6/5/19

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a
https://www.theguardian.com/us-news/2019/jun/05/ireland-visit-donald-trump-arrives-leo-varadkar-discussions

"Donald Trump has started his visit to Ireland by comparing its post-Brexit border with Northern Ireland to the US border with Mexico, along which he wants to build a permanent wall."

Britain  has the choice of letting Northern Ireland go or having a hard border.



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1

Homelessness And Poverty Are Policy Choices

Ian Welsh at Ian Welsh - 4 minutes ago
The issue is simple enough. There are more empty homes than homeless. For example, New York: In NYC, 250k apartments sit empty—78k are seasonally or temporarily occupied. It’s hard to get an exact number of homeless individuals, but over the course 2018, 133k individuals slept in the city’s municipal shelter system. Housing stock isn’t the […]
 
I do not know how to make a home affordable twice.
The number of homeless is the number of homeless who can travel to the city. 
https://en.wikipedia.org/wiki/Hark,_Hark!_The_Dogs_Do_Bark
Dickensian London is not a place to live.
 

Quick comparison of ADP, ISM Non-Mfg Employment Index and BLS Report for the Month of May

Calculated Risk at Calculated Risk - 14 minutes ago
The ADP employment report was weak this month with just 27,000 jobs added. In general, the ADP report hasn't been very useful in predicting the BLS report for any one month, but this does suggest some downside risk to the May employment report to be released on Friday. However, the ISM non-manufacturing report suggested solid employment growth in May. So I thought I'd look back at the three previous years and compare the ADP and ISM reports to the BLS report. In May 2018, the BLS reported 223,000 jobs added (218,000 private sector jobs added). The ADP report showed 178,000 jobs add... more » 
 
Houses are not selling well.
 

Fed's Beige Book: Economic Growth "Modest", Labor Market "Tight"

Calculated Risk at Calculated Risk - 36 minutes ago
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Minneapolis based on information collected on or before May 24, 2019." *Economic activity expanded at a modest pace overall from April through mid-May*, a slight improvement over the previous period. Almost all Districts reported some growth, and a few saw moderate gains in activity. Manufacturing reports were generally positive, but some Districts noted signs of slowing activity and a more uncertain outlook among contacts. Residential construction and real estate both showed overall growth, but both sectors s... more » 
 
Hopeful people.
 

Trump Says Mexico ‘Wants to Make a Deal’ as Mexican Officials Head to White House to Avoid Tariffs

Michael D. Shear and Ana Swanson at NYT > Politics - 1 hour ago
Marcelo Ebrard, the Mexican foreign minister, has been meeting with Washington officials all week as Mexico tries to head off President Trump’s threatened tariffs.
 
https://en.wikipedia.org/wiki/Pancho_Villa
https://en.wikipedia.org/wiki/John_J._Pershing
 
No deal yet. 
 

Joe Biden Still Supports Hyde Amendment, Which Bans Federal Funds for Abortions

Katie Glueck at NYT > Politics - 1 hour ago
Mr. Biden faced a backlash over his stance, which advocates say would disproportionately affect poor women and women of color.
 
I will not support Joe Biden.
 

Warren and Sanders: Two Liberals Aiming for the Same Target

Astead W. Herndon and Sydney Ember at NYT > Politics - 1 hour ago
As Elizabeth Warren emerges from Bernie Sanders’s shadow, the two standard-bearers of the progressive base find themselves competing for voters, and donors.
 
I favor Elizabeth Warren.
 

V.A. Prepares for Major Shift in Veterans’ Health Care

Jennifer Steinhauer at NYT > Politics - 1 hour ago
The Department of Veterans Affairs says it is ready for a major shift in access to private care, but veterans groups and lawmakers are concerned.
 
The Veterans Administration should provide the best possible care to all veterans regardless of discharge.
 

Trump, in Interview, Says He Prefers Talk to Military Action on Iran

Maggie Haberman at NYT > Politics - 1 hour ago
In a wide-ranging discussion with the British journalist Piers Morgan, the president also defended his lack of military service in the Vietnam War.
 
Trump should rejoin the nuclear deal and end support for the action in Yemen.
 

Mexico’s Top Diplomat to Meet With Pence in Effort to Avoid Trump Tariffs

Michael D. Shear and Ana Swanson at NYT > Politics - 3 hours ago
Marcelo Ebrard, the Mexican foreign minister, has been meeting with Washington officials all week as Mexico tries to head off President Trump’s threatened tariffs.
 
Immigration discussions at the White House with representatives of Mexico have ended for the day. Progress is being made, but not nearly enough! Border arrests for May are at 133,000 because of Mexico & the Democrats in Congress refusing to budge on immigration reform. Further...
....talks with Mexico will resume tomorrow with the understanding that, if no agreement is reached, Tariffs at the 5% level will begin on Monday, with monthly increases as per schedule. The higher the Tariffs go, the higher the number of companies that will move back to the USA!

I doubt it will work.

10 

ISM Non-Manufacturing Index increased to 56.9% in May

Calculated Risk at Calculated Risk - 4 hours ago
The May ISM Non-manufacturing index was at 56.9%, up from 55.5% in April. The employment index increased to 58.1%, from 53.7%. Note: Above 50 indicates expansion, below 50 contraction. From the Institute for Supply Management: May 2019 Non-Manufacturing ISM Report On Business® Economic activity in the non-manufacturing sector grew in May for the 112th consecutive month, say the nation’s purchasing and supply executives in the latest Non-Manufacturing ISM® Report On Business®. The report was issued today by Anthony Nieves, CPSM, C.P.M., A.P.P., CFPM, Chair of the Institute for Sup... more » 
 
Imports are up.  
 
11

ADP: Private Employment increased 27,000 in May

Calculated Risk at Calculated Risk - 6 hours ago
From ADP: *Private sector employment increased by 27,000 jobs from April to May* according to the May ADP National Employment Report®. ... The report, which is derived from ADP’s actual payroll data, measures the change in total nonfarm private employment each month on a seasonally-adjusted basis. ... “Following an overly strong April, May marked the smallest gain since the expansion began,” said Ahu Yildirmaz, vice president and co-head of the ADP Research Institute. “Large companies continue to remain strong as they are better equipped to compete for labor in a tight labor market.... more » 
 
A small number. 
 
12

Trump, in Interview, Says He Prefers Talk to Military Action on Iran

Maggie Haberman at NYT > Politics - 7 hours ago
In a wide-ranging discussion with the British journalist Piers Morgan, the president also defended his lack of military service in the Vietnam War.
 
Trump must "call off his dogs." 
 
13 

Cory Booker’s Housing Plan Offers Tax Credit to Millions of Renters

Shane Goldmacher and Conor Dougherty at NYT > Politics - 7 hours ago
The program would ensure that renters would not spend more than 30 percent of their income on rent, Mr. Booker said.
 
The landlords will suffer loses.
 
14 

MBA: Mortgage Applications Increased in Latest Weekly Survey

Calculated Risk at Calculated Risk - 7 hours ago
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 31, 2019. This week’s results included an adjustment for the Memorial Day holiday. ... The Refinance Index increased 6 percent from the previous week. *The seasonally adjusted Purchase Index decreased 2 percent from one week earlier*. The unadjusted Purchase Index decreased 14 percent compared with the previous week and was... more » 
 
noise . . .
 
15 

On Politics: Senate Says No to Mexico Tariffs

NYT > Politics - 13 hours ago
In a contentious meeting at the Capitol, Senate Republicans said they were prepared to overturn tariffs on Mexico if President Trump pushed forward.
 
https://www.nytimes.com/2019/06/05/us/politics/mexico-tariffs.html 
 
https://www.ajc.com/blog/jamie-dupree/house-sends-billion-disaster-aid-bill-trump-desk/BtOmFnp878M0M3uUCXMXcO/
 
https://www.nytimes.com/2019/05/10/us/politics/disaster-relief-house-trump-puerto-rico.html
 
pass the bill over Trump's veto.
 
16 

Federal Prosecutors Don’t Have to Disclose Secret Flynn Transcripts, Judge Says

Adam Goldman at NYT > Politics - 15 hours ago
The federal judge’s order means that prosecutors will not be required to make public highly classified conversations between Michael T. Flynn and a Russian diplomat.
 
Trump is guilty of conspiracy is the only possible conclusion.
 
17 

Senators Look to Force 22 Votes Blocking Arms Sales to Saudi Arabia

Catie Edmondson at NYT > Politics - 15 hours ago
A bipartisan group of senators will try to force votes rebuking the White House’s decision to circumvent Congress to sell munitions to Saudi Arabia.
 
Good Luck.
 
18 

House Votes to Give ‘Dreamers’ a Path to Citizenship

Julie Hirschfeld Davis at NYT > Politics - 17 hours ago
The House voted Tuesday to give 2.5 million young undocumented immigrants a path to citizenship, a defiant gesture as President Trump pushes a crackdown on migrants.
 
19 

Wednesday: ADP Employment, ISM non-Mfg Index, Beige Book

Calculated Risk at Calculated Risk - 18 hours ago
Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the *mortgage purchase applications index*. • At 8:15 AM, The *ADP Employment Report* for May. This report is for private payrolls only (no government). The consensus is for 175,000 payroll jobs added in May, down from 175,000 added in April. • At 10:00 AM, the *ISM non-Manufacturing Index* for May. The consensus is for a reading of 55.7, up from 55.5. • At 2:00 PM, the *Federal Reserve Beige Book*, an informal review by the Federal Reserve Banks of current economic conditions in their... more » 
 
noise.
 
Catie Edmondson and Maggie Haberman at NYT > Politics - 19 hours ago
In a contentious meeting at the Capitol, Senate Republicans told senior White House officials that they are prepared to resist tariffs on Mexico if President Trump pushes forward.

more noise

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