You can’t keep it down. Naive hopes for a return to democratic normalcy and starry-eyed,
Category: economy
In Other News: Scorching ‘Job Changer’ Pay Gains, AI Disruption
It’s all about politics on Wednesday, but if you care about the macro, the ADP
Someone’s Got Work For You
Jobs. They’re out there if you want ’em. Allegedly. According to Tuesday’s only notable US
Debbie Downers Amid The Renaissance
Ok, whaddawe got goin’ on here, some macro I have to cover? Choices, choices. Tempting
Polls, Projectiles And Payrolls
The marquee event this week is obviously the US midterms. You can read my (deliberately
‘Remains Elevated’
Inflation. It’s high. “Remains elevated,” as the Fed puts it in every FOMC statement, as
Dissembling Strategery
Dissembling. That’s one word — and probably the only one you need — to describe
Frozen Bubble
They bought some new homes last month. I don’t know for the life of me
It’s All Relative
“WOW! Consumer confidence up BIG! Thank you President Trump!” That’s what I’d say on my
It’s A Big Week
It’s gonna be a big week. Who’s excited?! No, seriously. This is a crucial week
What To Expect From The October FOMC Meeting
Nothing. That’s the answer to the question implicitly posed by the title here. A succession
Kevin Needs A Credit Event
If the Kevin Warsh Fed was already inclined to suggest the market’s “doing some of
Return Of The Left-Tail
Remember the left-tail? If not, no one will blame you. It was, err, left for
Dear Lord…
Jesus Christ. That’s a two-word summary of Tuesday’s housing market updates out of the US
Euphoric Depression
“Alms, alms, alms for the poor homebuilders.” I don’t know how much sympathy there is
Is China’s Balance Sheet Recession Intractable?
China’s still mired in a balance sheet recession. That much is clear. What’s less clear
As The World Burns
At least in terms of scheduled events, this’ll be a slow week on the macro
Gloom Or Boom?
On Friday, while chatting with Kristalina Georgieva at the IMF meetings in Bangkok, Kevin Warsh
A Wholesale, Effing Disaster
The renewed surge in energy costs, and particularly the vertical inflection for fuel prices, showed
Yikes! Big Inflation Overshoot Upends Fed’s ‘Patience’ Message
Underlying inflation in the US ran hotter than expected last month, Wednesday’s update from the
China Still Not Tired Of ‘Winning’ On Trade
Are they “tired of winning” yet? China, I mean. Apparently not. Xi Jinping’s now guaranteed
Can I Interest You In This Fine $400K Wooden Box?
After three straight months of declines, and despite a steep increase in financing costs, the
Old, Rich, White People
Getting old generally sucks. I don’t think that point’s debatable. Sure, any one person’s lived
Balloon Animals
Recent Fedspeak, where that means heavyweights John Williams and Philip Jefferson leveraging public speaking engagements
Trump Breaks His Own Macro Misery Record
In this week’s macro preview, I wrote that the only question around the preliminary read
Maricarmen, Le Pen And The Great Fiscal Reckoning
María del Carmen Abascal, the disabled 87-year-old who became the face of Spain’s housing affordability
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