Gosh. It was worse than I expected. Considerably worse, actually. Last weekend, while previewing this
Category: economy
Homebuilder Sentiment Crashes Anew As Tariffs, Lackluster Spring Weigh
Yuck. That’s one word to describe Thursday’s update on US homebuilder sentiment. I suppose no
A Wholesale Decline
If you were looking for more good news — however fleeting it might prove —
Key Retail Sales Metric Slips As Walmart Warns On Price Hikes
US retail sales came up short where it counted on a day when Walmart warned
US Home-Buying Season ‘Stunted’ By Intractable Affordability Crisis
If you’re wondering — or perhaps I should say in case you had any doubts
Core Inflation Comes In Cool Again, As Good News Accumulates
Good news. More of it. Core inflation in the US ran cooler than expected in
Tell That To Rain Man
Late last week, I wondered if maybe — just maybe — the trade charade was
As Productivity Falters, Economists Ponder A.I. Devil’s Bargain
Before Donald Trump’s trade war gave it the Dusko Markovic shove, AI was the only
Why Tariffs Have To Fall
An under-appreciated potential side effect of the Trump administration’s determination to eliminate America’s trade deficit
China’s Export Beat Shows Trump Playing Whac-A-Mole. Again.
China’s export machine was supposed to slow in April, and it did. But not nearly
‘Liberation Day’ Piled More Stress On American Families, Fed Survey Shows
The results are in, and the reviews aren’t great. The New York Fed on Thursday
Arguing With A Wall
Maybe I was wrong. That’s happened once or twice. Three times even. Four at most.
‘What To Talk About’
High-stakes negotiations between the world’s two superpowers in Switzerland. Big league drama. Serious faces. Solemn
Straw Men Versus Barbie Dolls
Donald Trump stumbled into another meme last week when, during a cabinet meeting, he played
US Services Sector Holds Up. But The Storm’s Comin’
Good news, bad news. Which do you want first? I’ll break with precedent and start
Jobs Report Comes Up Roses In Boon To Trump
If you were expecting something dramatic — something exciting — from Friday’s US jobs report,
American Manufacturers Unconvinced Tariffs Good For Business
Could’ve been worse. That’s how I’d describe Thursday’s update on the marquee gauge of US
You’re Fired
The good news is, US job cut announcements plunged in April. The bad news is,
Stagflation-Lite Is Here
The US economy shrank during the first three months of America’s new “golden age.” And
Contract Signings Surge In Mercurial US Housing Market
They’re buying houses all of a sudden! Or at least signing contracts to buy houses.
Things Were Going Well. Then Along Came Tariff Man.
On the bright side — there’s something you don’t hear too often these days —
Consumer Confidence Collapses As American Households Despair
There’s no other way to look at this first 100 days other than a huge
Prices Still Rising In ‘Out Of Whack’ US Housing Market
US home prices continued to rise, worsening an affordability crisis which, according even to housing
Traders Brace For Data Tsunami With GDP, Payrolls Due
This’ll be a busy week on the macro-market front, and probably on the political front
Americans’ Inflation Outlook Neared 10% During April Tariff Panic
Donald Trump’s backpedaling on tariffs, and the partial recovery in US financial assets since the
If Everything’s Exempted, Is It Still A Trade War?
As it turns out, the trade war’s a silly charade. Who knew?! On Friday, reports
You must be logged in to post a comment.