To say the US macro-market docket will be “busy” in the days ahead would be
Category: economy
‘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
When You’re In A Hole, Stop Building
The first rule of holes is that when you’re in one, you stop digging. US
US Households Offer No All-Clear For Trump
After soaring in June on hopes the Trump administration will ultimately settle for less draconian
US Homebuilders Remain Depressed As Price Cuts Proliferate
Did you hear the good news? That “big, beautiful,” budget-busting regressive tax cut Republicans just
Plunging Jobless Claims, Robust Retail Sales Argue Against Rate Cuts
Do you want a roaring economy or do you want rate cuts? Because you can’t
Wholesale Inflation Negligible In The US
Wednesday’s only tradable US macro update sent mixed messages about pipeline price pressure. On the
Economists Wrong Again As Core Inflation Tame Despite Tariffs
“LOWER THE RATE!” Shouted a livid Donald Trump, somewhere. Underlying price growth undershot expectations again
Chinese Economy On Track To Hit Growth Target, Beijing Swears
Surprise! The Chinese economy expanded fast enough in Q2 to keep the full-year growth target
With Trump’s Help, China Racks Up Record Trade Surplus
So much “winning.” How can you stand it? Draconian US tariffs and pressure on America’s
Where’s The Tariff Inflation?
It’s a pretty busy week in the US, where traders will parse key inflation updates,
Trump’s Impossible Tariff Math
What fiscal crisis? The US ran a surprise surplus in June, according to the monthly
Code Red As Russ Vought Goes After Jerome Powell
The US is venturing into very, very dark waters vis-à-vis central bank independence. On Thursday,
Plunging Jobless Claims Rebut Rate-Cut Calls
The US labor market’s fine. “Solid.” “Resilient.” Any synonym for “sturdy” will work. Thursday’s sole
Some Folks Bought Some Homes
They were buying homes in America over the last week. I don’t know who “they”
Chinese Economy Continues To Ice Over
China’s still struggling to resuscitate domestic demand. In case that was your burning question mid-week.
What Could Go Wrong? Summer 2025 Edition
What could go wrong? Snarky macro commentators with misplaced pretensions to cleverness are quite fond
You must be logged in to post a comment.