There was no shortage of hype around Friday’s annual CPI revisions from the BLS. For
Category: economy
Xi’s Macro Problems Pile Up As Deflation Deepens
There was more bad macro news out of China on Thursday. The drumbeat of despondency
US Jobless Claims Uptick Looks Like Another False Alarm
US jobless claim were a nonevent Thursday. I mention them only in the context of
Americans’ Credit Card Debt Hits $1.13 Trillion. Delinquencies Jump
Americans scored a new record for outstanding credit card debt in Q4, when total open
Fed Survey Suggests Credit Crunch Fears Overblown
The latest vintage of the Fed’s Senior Loan Officer Opinion Survey was released on Monday
US Services Sector Picks Up Steam, Underscoring Message From Jobs Report
In the wake of a much improved read on the US manufacturing sector and a
Fed Speakers, Regional Banks In Focus After US Jobs Shocker
In the days ahead, markets will hear from a veritable procession of Fed speakers who,
America’s Factory Recession Likely Over. Cue Higher Prices
The marquee gauge of US factory activity printed well ahead of estimates on Thursday, suggesting
Fed Gets More Dovish Data As ULC Undershoots, Claims Jump Again
After rising the most in three years during the prior quarter, US labor productivity notched
‘Too Soon For All-Clear’ As European Inflation Comes In Slightly Warm
For what it’s worth — a mention, at least — inflation in Europe was a
Powell Gets Good News On Fed’s Favorite Pay Gauge
When it comes to measures of compensation watched closely by Fed officials, and specifically by
Private Hiring Slows, But ADP Details Favorable For Soft Landing Crowd
US private sector employers added 107,000 jobs in January, ADP said Wednesday. That was far
US Homes Still Expensive, But Main Street Gains $40k In Purchasing Power
If you’re looking to buy a home in the US (or in any advanced economy,
US Job Openings Stop Cooperating, But Quits Hit Three-Year Low
Job vacancies across the world’s largest economy rose above nine million for the first time
European Economy Stuck In Doldrums For Fifth Quarter
Technically, Europe’s not in a recession. In every other sense, it is. The eurozone economy
Yellen Comes Through, Cuts US Borrowing Estimate
Treasury’s quarterly financing estimate came in below the headline figure tipped three months ago, in
How Worried Should The World Be About China’s Economy?
How bad is the macro situation in China? It’s a crucial question. For China, yes,
Traders Face Impossibly Busy Stretch As Macro Meets Mega-Caps
“I mean, are you kidding me with this week’s event risk?” Nomura’s Charlie McElligott exclaimed,
Inequality Poised For Comeback In Election Year. (Not That It Ever Left)
We all know the narrative: Inequality worsened materially as a result of the monetary policy
Fed’s Favorite Core Inflation Gauge Falls Below 3%
The Fed’s preferred gauge of underlying price growth slipped below 3% in December, data out
Fed Gets Great Growth, 2% Inflation In Favorable GDP Release
The US economy expanded far faster than expected during the final three months of 2023,
US New Home Sales Rise As Prices Fall, Builders Offer Incentives
Americans bought cookie-cutter, fiber cement boxes at a faster-than-expected rate in December, another exciting update
Lagarde Fails To Dissuade Markets On ECB Rate-Cut Timing
The ECB kept rates on hold for a third consecutive meeting on Thursday. The outcome
‘Stuck In Recession’: Outlook For German Economy Worsens Further
Not that anyone needed another reminder about the parlous state of Europe’s largest economy, but
US Economy Basking In Goldilocks Glow, PMIs Suggest
US private sector business activity expanded at the briskest pace since June, preliminary data for
ECB Faces Moribund Growth, Sticky Services Inflation Amid Rate Cut Debate
The European economy is in a recession, basically, and price pressures, although no longer acute,
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