Bad news. Or maybe it’s good news to the extent slower growth relieves some of
Category: economy
Treasury Selloff Is Insult To Injury For US Housing Crisis
Remember when Scott Bessent was going to reduce financing costs for everyday, middle-income Americans like
US Home Price Growth Slows, Luxury Market Hit By Stock Crash
The annual pace of home price growth as measured by the marquee gauge of US
Trump Engineers Epic Confidence Reversal With China Tariff Pause
While previewing this week’s slate of US macro releases, I suggested consumer confidence was likely
For $1.8 Trillion In Student Loans, It’s Payback Time
Student loans are in the news and I feel like I should say something about
Confidence Game
There’s enough on the calendar to keep macro watchers engaged this week, although the unofficial
New Homes: Get ‘Em While Builders Are Desperate
If you’re looking for a discount on a new construction, now’s the time. That was
‘A Straight 50%’
Donald Trump’s so over it. By “it,” I mean recalcitrance in Brussels, where EU officials
Spring Buying Season Goes Bust As Existing Home Sales Fall Again
Surprise! Existing US home sales fell last month, according to Thursday’s update from the recognized
The US Economy’s Fine. But Businesses Hate The Tariffs
Breaking news: The US economy’s fine. More or less. That was the message from preliminary
US Home Prices Just… Fell?
Don’t look now, but US home prices just fell. I realize that might elicit some
Bad Vibes, Impending Gloom
A couple of days ago, in “Anomaly,” I noted that the so-called “vibecession” which defined
Man Of Destiny
One obvious read-across from the US-China trade “truce” is less urgency in Beijing to implement
Just When You Thought Americans Couldn’t Get More Depressed…
Gosh. It was worse than I expected. Considerably worse, actually. Last weekend, while previewing this
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.
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