Markets beset by tariff worries could’ve done without a very poor read on a key
Category: economy
Layoff Announcements Go Vertical On Musk Effect
Last month “would’ve been a fairly quiet month for layoffs” in America. Would’ve. Should’ve. Could’ve.
Tariff Man’s Not Much For Mathing
It’d be “complex, if not impossible,” the United States Trade Representative said, to “comput[e] the
‘Free At Last, Free At Last’
“For years, hard-working American citizens were forced to sit on the sidelines as other nations
Ophidia Mini
How’s the US consumer? Well, as ever, that depends on who you mean by “the
US Private Hiring Comes Up Roses In Rare Macro Reprieve
US equities (to say nothing of the Trump administration, assuming, perhaps misguidedly, they still care
Stagflation Arrives On US Factory Floor
Bad news. More of it. The marquee gauge of US factory activity flashed a hodgepodge
ECB Wins One Battle, Faces More
I dare say the ECB’s out of the woods on inflation, or damn near. I
No Laughing Matter
As noted here on Sunday evening, there’s now begrudging acceptance among market participants and Wall
US Jobs Report, ‘Liberation Day’ Loom With Traders On Edge
It’s jobs week in the US, and hiring probably held up in March. That’s the
Household Mood In America Goes From Bad To ‘FML’
It’d be hard to conjure a worse inflation expectations-sentiment conjuncture than that on display earlier
Fed Ponders Stagflation In Ugly Price, Spending Release
While previewing this week’s marquee US macro release, I noted that although the official consensus
‘Greedflation’ Lives On
If you’re wondering, corporate profits are still elevated. The legacy of so-called “greedflation” lives on.
Contract Signings Limp Higher As US Housing Payments Hit New Record
If you’re the glass half-full type, you might say contract activity in America’s tortured housing
Trade Reciprocity Would Be ‘Very Tough For People’
“I’ll probably be more lenient than reciprocal,” Donald Trump said, during an interview with Newsmax.
Bank Of England Still Has A Services Inflation Problem
Good news, albeit news no one cares about. Sorry, that’s insensitive. People in the UK
Affordability Bedevils US Housing As GenZ, Millennials Struggle
New home sales rose less than expected in the US last month, a so-so read
Americans’ Outlook For US Economy Plunges To 12-Year Low
Bad news: Consumer confidence in America deteriorated more than expected in March, according to Tuesday’s
April’s Fools
Whose put’s struck lower? Jerome Powell’s or Donald Trump’s? Opinions vary. Last week, JPMorgan wrote
US Services Activity Recovered This Month. The Good News Stops There
There was incrementally positive news on the US macro front Monday, when preliminary PMI readouts
‘Transitory’ Is The New Transitory
There’s a fair amount on offer this week in the US macrosphere, including what’ll probably
Liberation!
In the days ahead, traders and investors will gear up for “Liberation Day.” Never heard
US Home Sales Rebound. Price Gains Offset Stock Losses For America’s Rich
Surprise, surprise: Existing US home sales defied expectations for another decline to post a solid
US Jobless Claims Stay Low During NFP Survey Week
US jobless claims were a nonevent Thursday. So, why am I wasting my time and,
Fed On Hold, Sticks With Two 2025 Cuts In Dot Plot, Tapers QT
The Fed left rates on hold Wednesday, as expected. There was exactly no chance of
Plunging Global Growth Outlook ‘Bad News For Stocks’
If you’re curious to know what a sharply deteriorating global growth outlook among fund managers
Global Macro Pessimism Soars Second-Most Since 1994
Congratulations are in order: The Trump administration just catalyzed the largest decline in a broad
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