The US consumer mood brightened early this month, according to the preliminary read on the
Category: economy
Surprise! US Services Sector Still Going Strong
The US services sector is holding up well, data released on Tuesday showed. That’s not
US Factory Recession Worsens, Morphs Into Stagflation
Widgets. They don’t make ’em like they used to. They don’t make ’em where they
Thank You, Hurricanes
The US economy added virtually no jobs in October on net, according to data which
Where’s The Fire Now?
I’m a broken record: The Fed should keep rates unchanged at the November policy meeting.
Necessary But Not Sufficient
Good news for a Fed that was (probably) going to cut anyway: Jerome Powell’s favorite
ECB Flummoxed By Abrupt Data U-Turn
A warm GDP release and now an inflation overshoot. Maybe the ECB should’ve waited for
Free-Spending Americans, Blockbuster Hiring May Complicate Fed Decision
The US economy’s doing pretty well. In aggregate. Note the caveat: In aggregate. There’s absolutely
In Europe, A Dead Cat Bounce?
For the longest time, Europe’s moribund growth profile meant the ECB’s biggest worry was deflation
US Home Price Growth Slows, But Main Street Gut-Punched By Rate-Rise
US home appreciation slowed as summer drew to a close, according to Tuesday’s update on
Traders Brace For Macro-Market Circus Ahead Of US Election
Brace yourselves: The days leading into the US jobs report will be busy. Every now
Who Wants These Dull Boxes?
Americans bought new homes in September at the fastest annual rate in 16 months, according
Bulletproof Services Drive ‘Robust’ Start To Q4 For US Economy
The US economy kicked off Q4 growing at a 2.5% clip. That was the implication
About That ‘Surge’ In Jobless Claims…
Two weeks ago, jobless claims in the US ostensibly spiked. I say “ostensibly” as though
Pre-Existing Conditions
You might’ve argued — and some forecasters apparently did — that existing home sales in
Back On Market Through No Fault Of The Seller’s
US mortgage rates were flat from last week. That’s according to Wednesday’s update on the
Say Less. Dear God, Say Less
I’m not someone who engages in gratuitous Fed criticism for the sake of it, and
China To Consumers: Please Borrow This Cheap Money!
There were rate cuts in China on Monday. String pushin’. If you long ago gave
Stocks, Bonds And Presidents
This’ll be a pretty slow week on the data front, at least in the US.
Bearish Tyranny
People think I’m a China bear. I’m not. I mean, I am in the sense
Mixed Signals From Xi’s Struggling Economy
There was good news and bad news for the Chinese economy on Friday. Let’s start
Spend It If You Got It!
Surprise! Americans are still spending. Or at least they were last month. A key underlying
Inequality’s A Very Big Problem, Albert Edwards Reckons
Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
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