I imagine (I hope) this has occurred to someone other than me, but just in
Category: economy
Task Forces
Task forces. That’s a summary of what, forgive me, was a somewhat farcical debut for
America’s Spendthrifts Undeterred By Soaring Gas Prices
Look out: US retail sales are comin’ in hot, goddammit! Nominal spending across the world’s
Residential Construction Plunges To COVID Panic Levels
I’m a guy who — sad as this is for what it says about my
‘Get Used To It’: China Fails To Brake Investment, Spending Collapse
Don’t worry, it’s all part of the plan. Or part of a plan that aims
Kevin Warsh’s Audience Of One
I reckon I’d raise rates. If I were the Fed, I mean. I’d need to
Rock Bottom Was Solid Foundation For US Consumer Moods
Well, you know what they say about rock bottom: It’s a solid foundation. After hitting
Wholesale US Inflation Soars On Largest-Ever Goods Increase
Wholesale inflation was uncomfortably warm in May, the BLS said, in Thursday’s only notable US
US Inflation Tame As It Can Be Under The Circumstances
Good news: Core inflation in the US was much cooler than expected last month, if
China’s Coming Margin Crunch
What happens when your input costs surge in a domestic macro environment characterized by lackluster
‘Great News’ For US Housing? Color Me Skeptical.
Could’ve been worse. I’ll say that much for it. I realize that’s the same assessment
China (Still) Making $500 Million An Hour On AI-Driven Export Boom
With the high-tech arms race in full throttle, scarcely anything else matters. That’s a lesson
War Fallout: US Inflation Seen Topping 4%, ECB To Hike Rates
Two things: US inflation data and an ECB rate hike. Those are this week’s marquee
The ‘Real’ Fed Story
If inflation’s falling and central banks don’t cut rates, what happens? Well, the real policy
US Labor Market Strongest In Two Years
I’m not sure we need those rate cuts, Kevin. The US economy added 172,000 jobs
Sell Signals And CPI Sirens
For the third consecutive week, a popular Wall Street composite measure of investor sentiment registered
Kevin Warsh, R-Star And The AI Capex Boom
What if the neutral rate’s higher now? R-star’s an esoteric topic, but it was front
AI Now Most-Cited Reason For Layoffs
AI is now the most-cited reason for US employers cutting human jobs in 2026. That
Biggest Part Of US Economy Heats Up As Summer Nears
Another top-tier (or close-to-top-tier) US macro datapoint, another beat. The marquee gauge of activity in
Private Sector Adds Most Jobs Of ‘Trump 2.0’
US private sector employers hired in May at the fastest pace of any month during
Meanwhile, In US Housing…
Down payments have stabilized and all-cash deals are dwindling, signs of a cooling US housing
Kevin Warsh’s Rate-Cut Hopes Get A JOLT
Vacancies! Apply within. There were 7.618 million job vacancies across the US economy on the
Is American Manufacturing Really ‘Back’?
The first of this week’s top-tier US macro releases painted an upbeat picture of an
It Takes A (Potemkin) Village
It’s jobs week in the US, where overall employment probably expanded in May at a
War-Torn: US Saving Rate Plunges As Annual Inflation Soars
Underlying, monthly (note the emphasis) inflation was cooler than expected across the world’s largest economy
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