“Overall, the broad picture remains healthy”, but at the same time…
Category: economy
‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War
“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”
As The World Turns: Full Week Ahead Preview
Or “burns” – whichever.
Jobs Report: Headline Beats, Hourly Earnings Miss, Unemployment Rate Moves Up To 4%
Unlike last month, Donald Trump didn’t tweet out the jobs report an hour ahead of time on Friday, so that’s disappointing.Â
The Good, The Bad, The Ugly (Vis-Ã -Vis Corporate Balance Sheets, That Is)
It’s not all bad news. But it’s not all good news either.
Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?
Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.
Cheshire Cat’s Smile: ‘What Is The Fed Worried About?’
“It appears ‘indestructible’, but not in a conventional way, more like a survivor of one’s own death.”
Breaking News: Real People Are Still Struggling To Pay The Bills
“What are the biggest risks to your financial situation?”
Still ‘Goldilocks’? Inflation Jumps To Six- Year High
So is this “good” news or “bad” news or somewhere in between?
‘Main Street Optimism Is On A Stratospheric Trajectory’: Small Businesses Go All-In On Trump’s Pedal To The Metal Populism
“You will ride eternal, tacky and gold leaf”…
Who Really Understands The Risks? It’s Probably Not Who You Think.
I think that gets it backwards.
Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased
“Looking forward to seeing it”…
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
Good News! The Algos Say The US Economy ‘Is Doing Just Fine’
Ignore the large laser cannon, he’s just here to help!
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
CPI Misses As Investors Get Possible Reprieve From Inflation Jitters
Do you feel better?
Should You Buy The Banks Like, Right Now? Yes! No. I Don’t Know, Maybe!
Clients just want to know when the damn recession is coming, ok?
‘Don’t Panic’ And The ‘Last Man Standing’
Douglas Adams time.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
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