US jobless claims. Occasionally, they spike. When they do, everybody “flips out, man.” (Shades of
Category: economy
New Home Sales Surge Amid Builder Incentives, But Average Price Soars
Put pervasive builder incentives and a meaningful decline in mortgage rates together in a cauldron
US Housing Sees ‘Strongest Buyer’s Market On Record.’ With A Caveat…
This time last year, home financing costs in the US bottomed around 6.15%. Over the
US Economy Has Best Quarter Of 2025, PMIs Suggest
Q3 was “the best quarter so far this year for US businesses.” That’s according to
OECD Lifts Growth Outlook But Warns ‘Downside Risks Loom Large’
The OECD on Tuesday raised nearly all its forecasts for the global economy to reflect
Traders Eye Core Inflation As Fed Drama Rolls On
The US data docket’s fairly busy this week, but it won’t feel like it. There’s
The UK As A Microcosm
This time last year, inflation in the UK was running below the Bank of England’s
New Construction Crumbles, Refis Soar As US Housing Inflects
New construction across America’s hopelessly beset housing market decelerated twice as sharply as economists expected
Builders Pray For Lasting Rates Relief To Rescue US Housing
Hope floats. Although the marquee measure of national homebuilder moods in America was woeful again
America’s Notorious Spendthrifts Have No Chill
Look out! US retail sales are comin’ in hot, dammit. The last top-tier macro release
In China, Nothing Doing
Stop me if you’ve heard this before: Policymakers in Beijing are still struggling to engineer
In Other News…
The September FOMC meeting isn’t the only event on the macro docket this week, although
Vibecession, Now With Job Losses!
Consumer moods in the US deteriorated early this month, according to the marquee gauge of
Jobless Claims Alarmism Kicks Into High Gear
Jobless claims in the US are still rising! Jobless claims in the US just spiked
‘Benign’ Inflation Is In The Eye Of The Beholder
Phew. We squeaked by. I guess. Core inflation across the US economy ran 0.346% in
Wholesale Inflation In The US Cools Sharply. And Conveniently
Good news: Wednesday’s update on wholesale prices across the world’s largest economy looked benign. If
Give Or Take 911,000
Drama, folks. High drama. And I don’t mean Israel venturing further down the road to
Paging Nick Timiraos?
The Fed’s in their self-imposed communications blackout this week ahead of a September policy meeting
CPI, Jobs Revisions Are Make Or Break For Super-Sized Fed Cut
It’s CPI week in the US, but the relevance of the BLS inflation update for
ADP’s Revenge
I suppose we all owe ADP an apology. For most of the post-pandemic era, macro
Goodbye US Hiring
Somebody’s fired. Again. If Donald Trump was trying to send a message to the BLS
28 Weeks Later
I suppose the Donald Trump macro “golden age” quips are tired by now. If not,
Mighty American Services Sector Is A Good News, Bad News Story
How about some good news? Anybody interested in that? Not really? I didn’t think so.
US Labor Market Teeters As Jobless Claims Jump, Layoffs Rise
And the hits just keep on comin.’ Jobless claims in the US jumped to 237,000
Private Hiring Slows Again As US Employers ‘Whipsawed’
“Whipsawed by uncertainty.” That’s the US labor market in 2025. The description comes from ADP
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