There’s something odd about suggesting that top-tier macro data out of the world’s second-largest economy
Category: economy
Traders Eye Bank Of Japan Decision For Watershed Rate Hike
The Fed won’t be the only game in town this week. In addition to the
American Consumers Unsure What’s Next
The preliminary read on US consumer sentiment in March was mercifully uneventful on Friday. I
BofA’s Hartnett Sees Goldilocks Economy Morphing Into Stagflation
The macro narrative’s taking an unfavorable turn. So said BofA’s Michael Hartnett in the latest
Hot Producer Prices, Cool Retail Sales Send Fed Mixed Message
Producer price inflation across the world’s largest economy overshot and US retail sales came in
Twinkle, Twinkle Little Stars
Is monetary policy in the US (or in any other major, advanced economy for that
In Japan, A Monetary Moment Of Truth Draws Near
Big things are happening in Japan. The ground’s shifting. And not because of any earthquakes.
Inflation Report Hard To Square With Rate Cuts
Underlying US consumer prices increased more than expected in data released on Tuesday, again imperiling
Jamie And The Flood
Nearly two years ago, at a conference sponsored by AllianceBernstein, Jamie Dimon delivered a weather
Inflation Expectations Jump Third-Most Ever In Fed Poll
Americans’ inflation expectations rose last month, according to the new vintage of the New York
All Eyes Turn To US Inflation Report With Rate Cuts On The Line
Come one, come all! “Super users” and novices alike! It’s CPI week in the US.
US Jobs Report Offers Something For Everyone
The US economy added more jobs than expected in February, while revisions trimmed the prior
ECB On Hold, Says Inflation, Growth To Slow Further
“Financing conditions are restrictive and the past interest rate increases continue to weigh on demand,
Dovish Data Turn Will Live Or Die By Payrolls
Anyone hoping for a dovish round of data out of the US was pleased Thursday,
The JOLTS Miracle Feels Exhausted
Job openings were little changed from the prior month on the last business day of
Pay Growth For Job Switchers Accelerates In Otherwise Bland ADP Release
Private sector US employers added 140,000 jobs in February, ADP said Wednesday. The headline was
Conflicting Signals
The incoming macro data’s not going to tell us a consistent story. Maybe we should
Powell On The Hill
“The Fed has basically one tool on inflation,” Elizabeth Warren patiently explained, during a cameo
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
Two Surveys Diverged In A Star-Spangled Wood
There was some hope that this week’s final US macro release would suggest America’s manufacturing
Eurozone Inflation Loiters As ECB Ponders Cut Timing
Inflation in the eurozone was a bit quicker than expected in February, data released on
About That Inflation Data…
The Fed’s preferred gauge of consumer price growth in the US matched estimates in hotly-anticipated
Results Pending
The rebound in existing US home sales during the first month of 2024 may prove
Spending Quicker, Inflation Warmer, US GDP Revisions Show
Inflation was a little warmer, spending a little quicker and overall growth a little slower
Expensive Houses, Falling Confidence
US home prices are rising at the briskest annual rate since November of 2022 and
New Home Sales Meander Amid Intractable American Housing Conundrum
New home sales in the US rose at just half the expected pace in January,
Inflation Test Looms As Stocks Ask, ‘Who Needs Rate Cuts, Anyway?’
The schedule’s pretty crowded this week in the US. An update on the Fed’s preferred
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