The first CPI report of the post-Erika McEntarfer era at the BLS conformed to expectations.
Category: economy
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,
The Busiest Week Of The Year
To say the US macro-market docket will be “busy” in the days ahead would be
‘It’s The Biggest Trade Deal Ever’
“It was the best we could get.” So said Ursula von der Leyen on Sunday,
I’m Doing Great, How Are You?
I’m doing great, how are you? One of the great tragedies of Donald Trump’s populism
America’s New Home Inventory Bloat Reaches Epic Proportions
The pace of new home sales in the US barely rose in June leaving the
About Those ‘Urgent’ Rate Cuts…
There wasn’t much Thursday in the way of evidence to support a US slowdown narrative.
Existing Home Prices Soar To New Record. Sales Torpedoed
Surprise! Existing home sales in the US fell far more than expected last month, according
A Concept Of A Deal
Japan will invest $550 billion — equivalent, roughly, to a bazillion, gagillion yen — in
Resilient And Serene
“Economic vitals are proving resilient” and markets are “oddly serene.” That sentence is spliced together
The Japan Canary
“I continue to have a number of duties I must fulfill for the nation,” Shigeru
ECB Takes Center Stage As Tariff Clock Ticks
This’ll be a pretty light week on the data front in the US, which is
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