So much for that? For a few months, it looked as though the resale US
Category: economy
Jump In New Home Sales Is Old News As Rates Surge Back To 7%
Tediously bland wooden boxes newly-built atop suburban concrete farms: Get ’em while there’s a glut!
US Economy Seen Succumbing To Stagflation In Lackluster PMIs
Early reads on US business activity for April painted a subdued, stagflationary picture, not surprising
‘An Artificial And Unnecessary Crisis’
Donald Trump on Tuesday said he’s never been inclined to fire Jerome Powell. It was
IMF Laments Highest US Tariffs In 100 Years
The IMF downgraded the US growth outlook on Tuesday. I mention this not because anyone
In The Dark Shadow Of A White House
Finance chiefs, central bankers and a veritable who’s who of the macro universe will gather
Up Ship Creek
If you want to disrupt a foreign shipping monopoly or otherwise reclaim lost commercial maritime
New Construction Plunges With $120K Incomes Needed For ‘Typical’ Home
New construction activity plummeted in the US last month, for whatever that’s worth to you.
Tariffs Hit US Housing As Rates Soar, Builders Sour
I suppose this goes without saying, but just in case: US mortgage rates rose dramatically
Export Controls And The R&D Question
I suppose you could say I’m sympathetic to export controls aimed at curbing Xi Jinping’s
Brave Face
Not that it matters now, and with the caveat that the deflator was negative again,
US Retail Sales Hold Up As Americans Rush To Beat Tariffs
Good news: US retail sales held up last month despite deteriorating consumer sentiment. Bad news:
The Trump Effect: Global Growth Expectations Crash To 30-Year Low
It’s funny: The people driven most crazy by Donald Trump aren’t Trump’s detractors. Rather, the
Fed Survey Paints Dour Picture Of Household Moods
The good news is, household inflation expectations didn’t “moon” in the latest edition of the
Damage Control Or More Damage?
One might’ve assumed this would be a damage control week for The White House. After
Behold: The Worst Consumer Sentiment Report Ever
Not surprisingly, the marquee gauge of consumer sentiment in the US printed what may as
Another Favorable US Inflation Report Lost To Trade War’s Fog
There was more good news on the inflation front in the US Friday, when PPI
Sir, Just To Confirm, Is A Depression Part Of The Plan Too?
If you’re curious, the fallout from “Liberation Day” triggered the biggest — which is to
Best US Inflation Report In Five Years Overshadowed By Tariffs
Good news. Unfortunately, it’s too stale to matter, because in a Donald Trump presidency, anything
Losing Everything
If the problem is that no one knows what US trade policy will be from
What If Trump Just Repudiates America’s Debt?
There are still no clear answers as to what happened to Treasurys to start the
Ron Vara’s War And Trump’s Banana Republic
I was pleasantly surprised on Monday: Virtually no one whose job it is to weigh
‘Interesting’ Days!
It’s all about tariffs this week. That goes without saying. A benign scenario finds the
Trump Tariffs Are $700 Billion Tax Hike, Will Probably Cause Recession
America’s largest bank now thinks a US recession is more likely than not in 2025.
Solid US Jobs Report May Struggle To Offset Tariff Anxiety
Happily, the US added far more jobs than anyone thought possible in March, according to
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