New home sales unexpectedly fell last month, the first of this week’s notable data out
Category: economy
US Inflation Update To Show Stalled Progress In Holiday Week
It’s a holiday week in the US, but the schedule’s pretty full and includes an
Albert Edwards Says Yield-Curve Control Inevitable For Western Central Banks
Yield-curve control may be over in Japan, but it’s coming soon to a central bank
Is America’s Housing Market Starting To Thaw?
Don’t look now, but existing US home sales surged last month, according to data released
US Economy Boasts Another Strong Quarter While France, Germany Struggle
Survey data released on Thursday suggested private sector economic activity in the US held steady
Dodging Recessions, Ducking Molotovs
Whatever the Fed suggests about the macro outlook at the March FOMC meeting, the US
UK Inflation At 2 1/2 Year Low Sets Up Summer Rate Cut
Rejoice: Inflation in the UK came in below estimates in key data released on Wednesday.
Enjoying US Economic Exceptionalism? Thank Immigration
This scarcely needs reiterating, but just in case: It’s tragically ironic that America, a nation
US Home Construction Rebounds Amid Builder Mood Inflection
Tuesday brought good news on the housing supply front in the US, where a structural
US Builder Confidence Breaches Key Threshold In Still Distorted Market
For the first time since a brutal three-month Treasury selloff drove mortgage rates near 8%,
Does China’s Monthly Macro Data Still Matter?
There’s something odd about suggesting that top-tier macro data out of the world’s second-largest 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
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