It’s a hectic week for the macro community. A daunting bevy of data, including top-tier
Category: economy
Three Big Central Bank Decisions: What To Expect
The Fed will stay on hold this week. In a world plagued by terrifying uncertainty,
Spending Data Underscores Resilient Consumer Narrative
US consumer spending was more robust than expected in September, data released on Friday showed.
US Economy Evinces No Recession Inclinations
The US economy expanded at a blistering 4.9% annual rate last quarter, according to the
ECB’s Frantic Hike Out Of NIRP Ends. Future Uncertain
The ECB kept rates steady on Thursday, as expected. The decision was notable. Or as
New Home Sales Surge As Prices Plunge. Rates At 8%
New home sales exploded higher in September, data released on Wednesday in the US showed.
US Soft Landing ‘Likely,’ New PMIs Suggest
Economic activity picked up this month in the US, preliminary PMI data released on Tuesday
Winning The Life Lottery
Are we in a late-cycle backdrop? Or are we in the process of witnessing “immaculate
US Prepares GDP Scorcher As Fed Goes Silent
US economic exceptionalism should be on full display this week. The advance read on Q3
Albert Edwards Exposes China’s GDP ‘Beat’
In “Roses Are Red,” I gently suggested market participants should cast a wary eye at
‘The Fed Simply Can’t Keep Raising Rates’: Existing Home Sales Slowest Since 2010
The good news is, existing home sales in the US actually managed to beat estimates
No Surrender
“No surrender!” shouted the US labor market. Initial jobless claims for the week ending October
Roses Are Red
“When you give roses to others, the fragrance lingers on your hand.” So said Xi
Housing Starts Tick Up, Mortgage Apps At 28-Year Low Amid Rate Surge
US housing starts missed estimates for September in data released on Wednesday, even as they
Inflation Data Offers No Clarity For Befuddled Bank Of England
Unless you’re a Bank of England policymaker, inflation data out of the UK wasn’t on
Frustration Grows As Americans Need $115K Salary To Afford Homes
The highest mortgage rates in decades continued to weigh on US builder sentiment in October,
Americans Refuse To Stop Spending
The US consumer is unbowed, undaunted and unperturbed, a closely-watched update on nominal spending across
Are We There Yet? (No)
On Monday, while perusing the sparse menu of non-geopolitical articles on offer across the mainstream
Where To Now For The Chinese Economy?
I don’t know what to make of the Chinese economy these days, which puts me
Line Of Fed Speakers, Key Data In Focus As War Drums Beat
Investors will get an update on consumer spending across the world’s largest economy this week,
Consumer Sentiment Darkens As Inflation Concerns Return
US consumer sentiment deteriorated considerably in early October. The preliminary read on the University of
CPI Refuses To Sound The All-Clear
US consumer prices rose more than anticipated in September, data out Thursday showed. At 0.4%,
Warm Producer Prices Overshadowed By Fedspeak, CPI, Mideast
In an inauspicious development, US producer prices rose more than expected in September, data released
US Inflation Update In Focus After Jobs Blowout
News reels around the world will be dominated by war coverage this week as Israel
Fed Torched By US Jobs Scorcher
The US economy added 336,000 jobs last month, the most anticipated labor market report of
Crumbs For Doves
My guess would be September’s US labor market report, released on Friday, will be remembered
Jobless Claims Unmoved In Vexingly Resilient US Labor Market
Not surprisingly, US jobless claims remained stuck near the lowest levels of the year in
You must be logged in to post a comment.