Despite all the economic cheerleading about the allegedly strengthening economy, I see things differently. Job growth is shrinking. Average the last two months to smooth out the hurricanes and you get growth job growth of 114,000. For now, it's still positive.

Household formation is the weakest since 2010.

Hooray, autos rebounded. However, 100% of that rebound is due to hurricane replacement. It won't last.

Rental Vacancies Are Rising. What will that do to new apartment construction?

What growth we have is due to a diminishing savings rate . That's another hurricane aspect that won't last.

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Construction Spending Shows Serious Signs of Rolling Over.

What Do You Believe?

The stock market and the 30-Year long bond yield are at odds. I believe the long bond. If the economy was truly strengthening, the yield on the long bond would not be acting like it is.

We are one recession away from a new record low yield on the long bond, and it's coming.

Mike "Mish" Shedlock

Record Low 30-Year Bond Yield and Record High on Gold Coming Up

Once again, the yield on the 30-year long bond is below 2.0%. I expect a record low yield shortly. Gold will benefit.

New Record Low Yields on 10- and 30-Year Bonds: Double Cut?

Treasury yields continued a massive plunge today with new record lows. I sense a double rate cut by the Fed on March 18.

Entire Yield Curve Inverts, 30-Year Long Bond Yield Dives to Record Low

The stock markets are getting clobbered and bonds are on fire as recession fears escalate.

30-Year Long Bond Yield Crashes Through 2% Mark to Record Low 1.98%

The bond rally continues this evening with the Fed in denial and Trump howling.

Hello Treasury Bears: 10-Year Bond Yield Approaching Record Low Yield

Treasury yields are down again today, the 6th straight day of strengthening inversions. 30-year to FF inversion on deck.

Lacy Hunt: Secular Low in Long-Term Treasury Bond Yields Remains Ahead

Secular Low in Long-Term Bond Yields Coming Up Hoisington’s bond managers, Lacy Hunt and Van Hoisington, doubt the global economy will rebound soon thanks to low industrial output, heavy debt, and the commodities collapse. No Inflation In Sight, Say Two Bond Masters.

30-Year Bond Yield Just a Hair from Record Low, 2-10 Yield Spread Near Inversion

Bond yields resumed their post-FOMC crash today after a weak two-day respite. Inversions strengthened across the board.

My Conversation With the 30-Year Long Bond

For the third time, the yield on the 30-year long bond dipped below 2.0%. I asked Mr. Bond some questions.

The Name is Bond, Long Bond

Stories about the death of the bond market have been circulating since 1992. Every one of them has been wrong.