Questions around the scope of the structural damage dealt to the US economy in March
Category: economy
Deutsche’s Kocic On Risk Parity, Policy, And The Intrinsic Fragility Of The Entire Socioeconomic System
Earlier this month, I revisited the risk parity discussion as it relates to the viability
‘Now Booming’: US Economy Gets Good News As Slow Week Grinds To A Close
At least the PMIs are holding up. Following disappointing data out of Europe, where the
Certainly, Certainly Not
Two doesn’t make a trend, I suppose, but coming as it does after a miss
Jobless Claims Jump Back Above 1 Million In Bitter Disappointment
Last week, initial US jobless claims fell below 1 million for the first time since
Target CEO: Correlation Not Causation When It Comes To Free Money And Shopping
“It’s hard to understand what’s going to happen next week, let alone three or four
Walmart To Washington: When The Free Money Ran Out, The Spending Dropped
“Stimulus was definitely impactful to the consumer in the second quarter, and we’re watching what’s
‘Miserable’ Myths
It’s now widely (if begrudgingly) accepted that many developed nations are engaged in a version
Maybe We’re Already There (The ‘Story Out Of D.C.’)
“If there is one part of the narrative that leaves me feeling naked and afraid,
An Unequal Credit Boom For An Unequal Nation
“I have directed @stevenmnuchin1 to get ready to send direct payments to all Americans”, Donald
American Consumers Say Uninterrupted Growth Won’t Return For Five Years. Nobody Told Stocks, Though.
Overall, consumers are feeling about the same now as they were a few weeks back,
‘Raise Inflation Hedges Big Time’: Is The Genie Already Out Of The Bottle?
Who’s concerned about inflation on the heels of the biggest global demand shock in at
The Virus Strikes Back (Too Complacent)
Foreboding headlines around COVID-related travel restrictions put a dent in risk appetite Friday, as the
Retail Recovery Faltered In July, But Mixed Data Blunts Impact
For all the talk about a “V-shaped” recovery in the US economy, the only top-tier
China’s July Data Deluge Disappoints As Retail Sales Fall Again
The Chinese economy continues to exhibit signs of stabilization, but activity data for July released
Stalemates And Stagflation
“I don’t know”, Nancy Pelosi said Thursday, asked when she might sit down again with
Where’s The Rent Deflation?, Albert Edwards Asks The Bureau Of Labor Statistics
One of the many explanations rolled out when explaining the monumental ~54% surge in US
Mike Pence Made A Wild Claim About The US Jobs Market. It’s Propaganda.
“It’s unbelievable the twilight zone that we’re sort of living in, where people just say
US Jobless Claims Drop Below 1 Million In Pandemic Milestone
Last week, the US labor market got a double-dose of good news. The headline print
According To One Key Measure, The Pandemic Never Happened (But Don’t Tell Stein Mart)
There’s been no shortage of attention paid this week to the S&P 500’s apparently imminent
If You’re Not Safe In New Zealand (A Pair Of Reminders)
Amid a back-up in yields stateside and ongoing upside “surprises” in key data points both
Core CPI Surges Most Since 1991. So, There’s That
It probably wouldn’t be correct to say July’s US inflation data is “pivotal”. Rather, a
Great Expectations
Markets (or, at least the financial media) seem enamored with the idea that Donald Trump
Nomura’s McElligott: The M2 Pro-Cyclical Signal May Be ‘Triggering’ In Stocks
Last week, Nomura’s Charlie McElligott suggested that those looking for a real “reflation signal” should
El-Erian Says ‘Band-Aid’ Actions May ‘Further Undermine’ US Prestige. Goldman Sees Early September ‘Deadlines’
It’s “not nothin’”, so to speak, but it’s not a long-term solution. That was the
July’s ‘Great’ US Jobs Report Hid Grim Milestone
Donald Trump’s go-it-alone approach to virus relief met with mixed reviews on Sunday and Monday.
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