“Overall, the recovery is tentatively sustained in a still-fragile mode.” So said SocGen’s Wei Yao
Category: economy
Avoid The Tails, Stick The Landing
For traders and investors (and yes, those are two distinct classes of market participants), the
America’s Homebuilders Can’t Shake The Gloom
As you might imagine given the steady rise in rates since October, homebuilder sentiment in
Have Jobs, Will Spend
The last of this week’s top-tier US macro data found retail sales disappointing on the
America’s ‘Normal Economic People’ Still Screwed By Inflation
I’m not sure I’d call Wednesday’s all-important inflation update out of the US “comforting.” Although
Wholesale Price Growth Slows In Welcome News For Battered Bonds
Good news for the melancholic, inflation fatalists among you (I should say “among us” considering
On Eve Of Trump’s Return, China’s Trade ‘Winnings’ Reach $1 Trillion
China’s a reverse Art Vandelay: “Just exports, no imports?” On Monday, Beijing released trade figures
The Chilly Truth Behind China’s 5% Growth
China’s set to release a raft of key data this week, including the full-year GDP
Fed Prays For Inflation Reprieve
The Fed could really — really — use a break on the inflation front. Policymakers
In Ominous Development, US Inflation Expectations Soar To Highest Since 2008
Uh oh. A closely-watched measure of medium- and longer-term inflation expectations printed 3.3% in the
US Jobs, Comin’ In Hot!
Look out! US payrolls are comin’ in hot. The US economy added 256,000 jobs last
In China, The Great Deep Freeze Continues
China: It’s not going well. Still. It’s still not going well for the world’s second-largest
Rekindled Inflation And Fear Of The Great Unknown
At the risk of stating the obvious (and for the umpteenth time), one of the
US Jobless Claims Just Collapsed
US jobless claims were — umm — very, very low in the week to January
Private Hiring Cools In America
Private employers added 122,000 jobs in December, ADP said Wednesday, describing a “modest” pace of
Need A Job? There Are 8 Million Of Them Open In America
If you live in America and want a job, there are plenty available. Caveats apply.
Price Pressures Pick Up Sharply In Vast US Services Sector
The implacable US services sector outperformed in December. More importantly, price pressures accelerated sharply. That’s
Europe Not Out Of The Inflation Woods Just Yet
If you’re interested — and I know most of you are(n’t) — inflation in Europe
Gambling Cues
The white collar crowd will grudgingly go back to the office this week across the
Factory Stagflation! (Blah, Blah, Blah.)
US manufacturing activity improved in December, but contracted nevertheless, while underlying measures of input prices
7%. Again.
US mortgage rates: They’re high. Or “high,” with scare quotes. It depends on how old
The Shoe That Never Drops
If the question’s whether market participants cared about US jobless claims on Thursday, the answer’s
‘In Wind And Rain’
There’s good news out of China. No, seriously. Don’t laugh. Or do laugh, because when
US Home Price Gains Continue, But At Slower Rate
US home values continued to rise in October, data released on Tuesday showed. Prices rose
US Homebuyers Give Up On Lower Rates
Hope may not be a strategy, but giving up hope might be. So suggested the
Can China Weather The Tariff Storm?
Among the (many) pressing macro-market questions for 2025 asks if the Party in Beijing can
Competing Claims
Initial US jobless claims slipped below 220,000 for the first time in a month, Thursday’s
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