Mixed signals. Tuesday’s US macro releases sent mixed signals. Job openings — a key input
Category: economy
US Home Price Growth Slows, But Main Street Gut-Punched By Rate-Rise
US home appreciation slowed as summer drew to a close, according to Tuesday’s update on
Traders Brace For Macro-Market Circus Ahead Of US Election
Brace yourselves: The days leading into the US jobs report will be busy. Every now
Who Wants These Dull Boxes?
Americans bought new homes in September at the fastest annual rate in 16 months, according
Bulletproof Services Drive ‘Robust’ Start To Q4 For US Economy
The US economy kicked off Q4 growing at a 2.5% clip. That was the implication
About That ‘Surge’ In Jobless Claims…
Two weeks ago, jobless claims in the US ostensibly spiked. I say “ostensibly” as though
Pre-Existing Conditions
You might’ve argued — and some forecasters apparently did — that existing home sales in
Back On Market Through No Fault Of The Seller’s
US mortgage rates were flat from last week. That’s according to Wednesday’s update on the
Say Less. Dear God, Say Less
I’m not someone who engages in gratuitous Fed criticism for the sake of it, and
China To Consumers: Please Borrow This Cheap Money!
There were rate cuts in China on Monday. String pushin’. If you long ago gave
Stocks, Bonds And Presidents
This’ll be a pretty slow week on the data front, at least in the US.
Bearish Tyranny
People think I’m a China bear. I’m not. I mean, I am in the sense
Mixed Signals From Xi’s Struggling Economy
There was good news and bad news for the Chinese economy on Friday. Let’s start
Spend It If You Got It!
Surprise! Americans are still spending. Or at least they were last month. A key underlying
Inequality’s A Very Big Problem, Albert Edwards Reckons
Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
How Many Comrades Does It Take To Screw Up A Stimulus Unveil?
Six trillion yuan. That’s the number. Or maybe it’s seven trillion. Or eight trillion. Don’t
Exports, Imports And The China Bloc
What happens if export growth falters? That’s a question Chinese officials — and particularly Beijing’s
US Spending Update, ECB Rate Cut Headline Macro Docket
The US data docket’s pretty light this week. If there’s a highlight it’s plainly retail
Lackluster Price Data Underscores China’s Deflation Risk
If authorities in Beijing weren’t already under enough pressure to revive domestic demand, Xi’s statisticians
Brass Tacks. Or A Lack Thereof
Phrases like “without specifying an amount” and “without specifying a time frame” are prevalent in
News Flash: People Hate High Prices
Consumer sentiment undershot expectations in early October, according to the preliminary read on the country’s
PPI Plays Along, But Won’t Quash November ‘Skip’ Chatter
The Fed welcomed some incrementally encouraging news on the inflation front Friday, when US producer
Hurricanes And Suicide Missions
On Thursday, a Fed pondering the outlook for the US economy received two potentially impactful
This Was Not A Good Inflation Report
“US CPI data will likely show further disinflation in September,” read the headline on one
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