Retail sales data for the world’s largest economy matched estimates in figures released Thursday by
Category: Duly Noted
What ‘Landing’?
“Way” back in 2023, BofA started asking professional capital allocators about the most likely “landing”
Reflation Stalls In China
Breaking news: China’s still teetering precariously on the brink of deflation. Maybe that’s a bit
The Silver Lining
I’m beating the “latent semi selloff” drum pretty hard. I promise I’m not short. Seriously.
Tesla Sold Some Cars
Does anybody care about Tesla deliveries anymore? I suspect this metric’s like Netflix paid subscriber
America’s ‘Jobs-To-Jobless’ Ratio Hits 16-Month High
There were no fireworks from the BLS’s monthly update on job openings across the US
American Dream Is Casualty Of War
Womp, womp. The typical American housing payment rose to a one-year high in the four-week
‘Steadfastly Bullish’
Nearly 200 professional investors who, between them, manage less than half of what Elon Musk’s
Monkey Gone to Heaven
Different month, same joke: There’s a “legendary” builder in The White House. That means US
How’s It Feel To Be A Sucker? Congratulations!
A lot of small business owners in America are notoriously susceptible to GOP supply-side macroeconomic
Dear Lord, Don’t Let These People Vote!
We’re gonna need more gerrymandering. The share of American households who described their financial situation
Alternative Metric Shows Robust US Hiring
The US economy added the most jobs since July of 2024 in May, an alternative
On Second Thought…
The US economic expansion was less robust than initially reported in Q1. That was the
Real US Home Prices Fall Most In Three Years On War Inflation
Between an ongoing decline in the annual rate of nominal home price appreciation and the
Hope Floats As Home Contract Signings Rise Third Month
Hope springs eternal. Contract activity in the still-frozen, but hopefully thawing, US housing market managed
Iran War Hammers US Builder Mood
Well, it could’ve been worse. The first of this week’s sparse US macro data offered
War Inflation Triggers Sharp Jump In US Mortgage Rates
Purchase activity in America’s gridlocked US housing market moved up over the last week. Just
ChatGPT Sparks Second Bay Area Luxury Boom
AI’s beginning to have a significant effect on tech-sector employment. Tech firms announced more than
Alternative US Jobs Report Lukewarm, Claims Still Rock-Bottom
The US economy added around 66,400 jobs in April, according to an alternative measure of
‘Labor Crisis’? Someone Forgot To Tell Jobless Claims
So, US jobless claims. I’d be remiss not to mention them this week. This series
Real US Housing Wealth Contracts Ninth Month
Annual US home price growth slipped below 1% and prices are falling in more than
On Taiwan’s Breathtaking Order Boom
If you’re curious as to the state of demand for AI hardware, Taiwan’s Ministry of
Two Things: Breadth And Revisions
Two things: Bad breadth and an anomalous revisions trajectory. Early Monday, I spent some time
Hate-Sold Growth Stocks May Still Be Bargains
Is it time to buy growth stocks? Maybe I should rephrase in light of new
US Homebuilder Depression Enters Second Year
Surprise: Homebuilder sentiment in America remains deeply depressed. An update on the NAHB’s builder mood
The Home Sellers Are Desperate
In the US housing market, sellers are desperate. Amid an enormous imbalance favoring buyer leverage,
Americans Were Back To Shopping On Eve Of Iran War
For whatever it’s worth — technically a lot in a world where the overall price
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