The US economy added more than twice as many jobs as expected in September after
Category: economy
Trump Nixes October Jobs Report
Oh, good: A teachable moment for a political scientist in a room full of macro-market
US Private Sector Is Still Losing Jobs
I feel like I should introduce this brief update with a reminder: We’re getting weekly
Wage Growth Goes K-Shaped
When we talk about (complain about) America’s so-called “K-shaped” economy in the post-pandemic era, we
World’s Most Important Macro Release Returns
The newly-reopened US government will release two-month-old employment figures this week. I’d suggest no one
Crocodile Tears For Main Street
It’s rough out there, where “out there” means Main Street in America. Hell, in some
In China: Policy Failure
Nothing to see here, just a double-digit plunge in fixed investment across the world’s second-largest
Bostic Peaces Out
I guess Bill Pulte found clerical errors in Raphael Bostic’s mortgage paperwork too. Or maybe
Let’s Talk Housing. And Trump’s 50-Year Mortgages.
Purchase activity perked up in US housing over the last week. That’s good news from
Not Hiring
Breaking news: The US labor market’s slowing. A dearth of tradable narratives during Tuesday’s bond
A Private Sector Solution
Investors and policymakers will miss a second update on consumer price growth in the US
Chinese Deflation Eases On Holiday Effect, But Crisis Far From Over
The good news is, deflation in China eased last month. The bad news (or the
Trump Gets God-Awful Read On Consumer Sentiment
Donald Trump and the personality cult that is the Republican party need to be careful:
Xi Jinping’s Export Machine Slams Into Reverse
And just like that, the only reliable pillar supporting the Chinese growth impulse looks wobbly.
US Economy Lost Jobs In October, Alternative Facts Suggest
If you’ve never heard of the Revelio Public Labor Statistics, don’t worry: The data wasn’t
Bleak Report Shows US Job Cuts Soaring, Hiring Plans Plunging
Job cuts. They’re happening in America. Lots of them by appearances. The monthly Challenger, Gray
US Services Activity Heats Up. Price Index Is Sky-High
If you’re looking for recession canaries, you won’t find them in the marquee measure of
Coy Labor Market Leaves Fed Divided
Private sector employers in the US added more jobs than expected in October, this week’s
33 Out Of 36
The first of this week’s key US macro updates suggested factory activity across the world’s
It’s Jobs Week In The US, BLS Or No BLS
In the days ahead, an assemblage of private sector US macro releases will give traders
Fed Succumbs To Polarization Plaguing America
Jerome Powell wasn’t exaggerating last week when he said there were “strongly different views” on
The Gen Z Put
I can’t. Ok, I can, but it’s really, really hard. Suffer Wall Street strategists’ pretensions
Europe’s Doing Ok, All Things Considered
ECB meetings are non-events these days and will be for the foreseeable future. Long story
Schmid V. Miran
The Fed cut rates by 25bps on Wednesday, as widely expected. Stephen Miran, Trump’s man
Consumer Confidence Falls As American ‘Vibecession’ Unrelenting
Consumer confidence in the US declined a third month in October as households continued to
What To Expect From The October FOMC Meeting
A rate cut. Spoiler alert. That’s the short version. And there really isn’t a “long”
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