“The Fed has basically one tool on inflation,” Elizabeth Warren patiently explained, during a cameo
Category: economy
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
Two Surveys Diverged In A Star-Spangled Wood
There was some hope that this week’s final US macro release would suggest America’s manufacturing
Eurozone Inflation Loiters As ECB Ponders Cut Timing
Inflation in the eurozone was a bit quicker than expected in February, data released on
About That Inflation Data…
The Fed’s preferred gauge of consumer price growth in the US matched estimates in hotly-anticipated
Results Pending
The rebound in existing US home sales during the first month of 2024 may prove
Spending Quicker, Inflation Warmer, US GDP Revisions Show
Inflation was a little warmer, spending a little quicker and overall growth a little slower
Expensive Houses, Falling Confidence
US home prices are rising at the briskest annual rate since November of 2022 and
New Home Sales Meander Amid Intractable American Housing Conundrum
New home sales in the US rose at just half the expected pace in January,
Inflation Test Looms As Stocks Ask, ‘Who Needs Rate Cuts, Anyway?’
The schedule’s pretty crowded this week in the US. An update on the Fed’s preferred
Fed Fails To Curb History’s Most Aggressive US Spending Recovery
The Fed has a narrative. They have a lot of narratives, actually. But an oft-repeated
In US Housing: Signs Of A Thaw Or False Dawn?
Cue a procession of angels: US existing home sales notched a meaningful gain for the
US Economy Continues To Spurn Recession Banter
Activity across the US manufacturing sector expanded at the briskest rate in 17 months in
Marko Kolanovic Paints A Foreboding Picture
JPMorgan’s Marko Kolanovic sees risks. Proliferating risks, not least of which is a rerun of
Life In General
If there’s anything that frustrates me about opining on macro, markets and policy on a
Data Void Leaves Markets To Nvidia, FOMC Minutes, Geopolitics
Going strictly by the data calendar, it’ll be a quiet week for the world’s largest
Two-Month Euphoria Ebbs In Inconclusive Consumer Sentiment Update
Consumer sentiment in the US edged higher in early February, the last of this week’s
US Stagflation Fears Return As PPI Overshoot Confirms Rekindled Price Pressures
Anyone looking to the BLS’s update on wholesale prices for relief following an uncomfortably warm
Housing Market Crosscurrents Confound Buyers As Builder Sentiment Recoups Losses
It’s amazing what expectations for lower interest rates can do to bolster sentiment across an
Did The American Consumer Just Fold?
Bad news. Or good news, depending on how you want to look at it. Retail
Everybody’s In A Recession Except The Good Ol’ USA
If it feels to you like every important economy besides the US (and India) is
In Regrettable Milestone, Investors Buy One Out Of Every Four Affordable US Homes
25 years ago, the share of low-priced homes bought by investors in any given quarter
Markets Dodge Bullet With UK Inflation Report
Earlier this week, “stronger-than-expected wage growth bolster[ed] BoE caution.” That’s an actual headline from a
Fed Hit With Horrendous Inflation Report In Body Blow To Soft Landing
Bad news! Consumer prices in the US rose at a brisker-than-expected rate in January, decidedly
Mission Accomplished?
The New York Fed’s monthly consumer survey doesn’t typically make headlines, but the latest installment,
Economists Cry Foul: Growing Chorus Says Fed Policy Too Tight
The Fed’s overstaying its welcome at terminal. That’s the message from a growing number of
Inflation Report To Test Epic US Equity Surge
Traders and investors will have plenty of macro inputs to ponder in the new week,
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