In a Tuesday article for The New York Times, Lydia DePillis described the US macro
Category: economy
No Traction In US Single-Family Home-Building
New construction activity picked up in July from June, the second of this week’s US
US Homebuilders Deeply Depressed As Incentive Use Soars
Homebuilder sentiment in the US is stuck in the dumps. Sorry. Let me rephrase. Builder
When You’re In A Hole
It’s Jackson Hole week. Write your own jokes. There are plenty. Almost all of them
Ice Kingdom
China’s suffering from mild deflation, but considering the challenging circumstances, the world’s second-largest economy held
Inflation Expectations Explode Higher, Consumer Sentiment Slumps
US consumer moods unexpectedly deteriorated early this month, when inflation expectations moved meaningfully higher. That’s
US Shoppers Unbothered, Apparently
Nominal spending in the US held up in July and a key underlying measure economists
Did The Levee Just Break?
We might need to fire another statistician. Wholesale price growth across the US economy ran
Tragicomic Punchlines
Until the US labor market turns — and that’s assuming the Trump administration lets it
September’s Burning Question
Hell, why not 50bps? That’s what Scott Bessent wants to know ahead of next month’s
Services Inflation Makes A Comeback In Otherwise Benign CPI Report
The first CPI report of the post-Erika McEntarfer era at the BLS conformed to expectations.
Data Dubiety
Ready your best gallows humor, it’s CPI week in the US. Judging from reader comments
Boardroom Drama
I’m running low on fake Donald Trump astonishment. After a while, there’s something disingenuous about
A Buyer’s Market Where No One Can Buy
There was good news Wednesday for millions of beleaguered American renters: Mortgage rates in the
Fire Burn And Caldron Bluster
If you were looking for more evidence to support a US slowdown narrative that’s much
Alternative Facts
Just when markets were ready and willing to give Donald Trump the benefit of the
Should’ve Cut! (Déjà Vu All Over Again)
If you were looking to US factory floors for evidence to support a bullish domestic
Revisionist History
Job creation across the US economy slowed to a relative crawl over the last three
Mission Accomplished?
Deals, Donald Trump’s got ’em. Although Trump on Thursday unveiled steep levies on a hodgepodge
Warm Inflation, Cool Spending Hint At Tariff Impact
Technically, the market already had Thursday’s marquee US macro release in hand. The BEA’s personal
Claims Versus Cuts: Who You Gonna Believe?
Jobless claims are low, job cuts are high. Who you gonna believe? I’m just joking.
Trade Distortion Masks A Slowing US Economy
The US economy expanded a brisker-than-expected rate in the second quarter, the first read on
Private Hiring Rebounds In America, To Sighs Of Relief
Private sector employers in the US added 104,000 jobs in July, ADP said Wednesday. That
Tragicomic US Housing Succumbs To ‘Broad-Based Fatigue’
Homes. If you think they’re expensive to buy, just wait until you find out how
Ambiguous JOLTS
Job openings across the US economy mostly reversed the largest gain of 2025 in June,
American Consumers Reticent Amid Lingering Tariff Angst
A key update on US consumer moods managed to beat estimates in data released Tuesday,
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