“Can you hear me now?” asked the war. Wholesale inflation ran far faster than expected
Category: economy
Convoluted US Inflation Report Won’t Answer Any Questions
Uh-oh? Core inflation in the US ran faster than expected last month, the BLS said
Home-Buying Season In America Off To Slow Start
Existing home sales in America managed only the smallest of advances in April, the first
‘Matter Of When’: Core CPI, Real Spending On Borrowed Time
It’s inflation week in the US, where the BLS’s headline, all-items price gauge is likely
Mission Impossible
A week ago I asked if market participants should take Kevin Warsh at his word
Trump Beats His Own Dubious ‘Vibecession’ Record
A US recession’s nowhere in sight, or at least not according to government and private-sector
US Jobs Report Doubles Up Consensus
Headline US hiring slowed last month from March’s brisk pace, but nevertheless managed to double
AI’s Taking A Bigger And Bigger Bite Out Of Payrolls
The message from Thursday’s monthly update on US job cuts was unequivocal: AI’s impacting tech-company
Unfazed By War, US Private Sector Adds Most Jobs Of ‘Trump 2.0’
Private-sector hiring in the US was the strongest last month since January of 2025, ADP
US Hiring Soars Most In 25 Years. Allegedly.
An otherwise forgettable BLS update on job openings in the US showed a big uptick
Price Pressure Is Never-Ending Blight For US Service Providers
Well, that’s convenient. The marquee gauge of business activity across the biggest part of the
Should We Really Take Kevin Warsh At His Word?
“He testified very strongly to that effect, and I’ll take him at his word.” So
Two Things, Three Charts
When we channel James Carville to declare “It’s the economy, stupid,” what we’re really saying
Factory Price Index Continues Skyward On Energy Crisis
US manufacturing activity spent a fourth consecutive month in expansion territory, helped along by an
US Consumer Resilient, AI Spending Robust, GDP Release Shows
The US economy rebounded in Q1 following a slowdown associated with the prior quarter’s government
Powell Era Ends With Subtly Intriguing Fed Statement
The Fed kept rates on hold Wednesday, as expected, amid ongoing uncertainty around the war
US Business Investment, Residential Construction Soar
Macro watchers were treated to a double dose of upbeat reports on the state of
Smile. It’s Just A War.
Somewhat surprisingly, the US consumer mood held up in April despite what Conference Board chief
Data Deluge Meets Tech Earnings, FOMC In Blockbuster Week
This has the potential to be a lively week on the macro-market front, even without
‘Labor Crisis’ Warnings Rekindled By Tech Job Cuts
You wouldn’t necessarily know it to look at the headline hiring numbers — although payroll
Wealth Effect? Check. Jobs? Check — For Now
The wealth effect for the rich, jobs for everyone else. If you think that’s the
‘On Top Of All That’: US Housing In Limbo
There was more incrementally good news on the US housing front Wednesday. On the heels
US Pending Home Sales Accidentally Rise
Somewhat surprisingly, contract signings for existing US homes managed a gain in March, according to
Record Surge In Gas Receipts Fails To Deter US Shoppers
Nominal spending across the world’s largest economy expanded at the briskest pace in more than
Rekindled Stock Bull Is Hostage To War Headlines
Data wise, this’ll be a slow week for the world’s largest economy. There’s just one
‘The Macro Says Cuts Not Hikes’
You can’t pass higher energy input costs on to households when consumer sentiment’s the worst
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