Good news. Provisionally. New construction activity picked up in the US last month despite woefully
Category: economy
US Homebuilder Sentiment Crumbles Further On Tariff Chaos
Did you hear? There’s a real estate developer in the White House. That means builder
If You Can’t Trust The CCP, Who Can You Trust?
“China rarely fails to achieve its growth target.” That’s a direct quote from an analyst
US Retail Sales Disappoint, But Key Underlying Metric Strong
Headline US retail sales missed estimates in the first of this week’s notable US macro
Fed Shares Space With China Data, BoE, BoJ In New Week
The March FOMC meeting’s obviously the marquee event this week, but the macro docket’s full
Since 1993
With apologies for the frequency of expletives this week: Red f-cking alert. Five- to 10-year
Otherwise Favorable PPI Release May Bias Fed’s Favored Inflation Metric Higher
There was more incrementally good news on the US inflation front Thursday, when the BLS
This Isn’t What You Want
If March 12, 2025, were any other post-pandemic CPI day in the US, stocks would’ve
Americans Learn The Path To Lower Mortgage Rates May Go Through Recession
As promised, the Trump administration’s bringing down borrowing costs for families. One recessionary data point
Cooling US Inflation Is Old News, But Good News
Well, what do you know? US inflation cooled considerably in February. That’s according to Wednesday’s
Data Suggests Plenty Of Open Jobs For Musk-Purged Bureaucrats
For what it’s worth on yet another day dominated by tariff headlines, US job openings
CEOs Implored To Keep The Faith As Trump Barrels America Toward Recession
“Well, Mr. President, you promised us an economic boom and we’re all just a little
Household Mood Worsens Dramatically In New Fed Poll
The good news is, inflation expectations in the new vintage of the NY Fed’s monthly
Traders Brace As US Inflation Updates Collide With Tariff Soap Opera
Investors and traders (two distinct classes of market participants, only one of which makes money
Hell’s Still Freezing Over
Don’t say it out loud (seriously, don’t, unless you want to get called in for
Powell Says Words
Jerome Powell said some things on Friday. Things like the US economy’s still in a
‘Evil’ US Trade Policy Is Knee-Capping China Already
China released the January-February trade rollup on Friday and the verdict wasn’t great. Exports grew
Not Bad. Not Good Either.
Mostly inoffensive. That’s as good a two-word description of Friday’s US jobs report as you’ll
Thanks Elon!
The good news is, initial jobless claims in the US receded from a two-month high
Chinese Economy Grew 5% In 2025
The Chinese economy grew by 5% in 2025, early estimates released on Wednesday showed. That’s
Crucial US Services Sector Update Offers Reprieve Despite Tariff ‘Chaos’
Phew. Dodged a bullet. The US services sector held up better than feared last month,
Private Hiring Slows Sharply In America, Underscoring Recession Worries
US private sector hiring ran at just half the pace economists expected in February, data
New Orders Collapse, Price Pressures Surge As Tariffs Upend US Manufacturing
Yuck. That’s one word to describe the juxtaposition between a sharp deceleration in a key
US Jobs Report Looms With Traders On Slowdown Watch
It’s jobs week in the US, and the numbers better not disappoint. The nascent slowdown
US Macro Outlook Darkens Further As Real Spending Craters, Core Inflation Stuck
“Oh, Ey!” as the Sopranos cast might put it. Real personal spending in the US
Tariffs. Again.
Metrics and benchmarks. You need them if you’re going to assess outcomes in the context
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