It’s jobs week in America, where employers probably added more than 60,000 positions on net
Category: economy
Should We Really Take Kevin Warsh At His Word?
“He testified very strongly to that effect, and I’ll take him at his word.” So
Two Things, Three Charts
When we channel James Carville to declare “It’s the economy, stupid,” what we’re really saying
Factory Price Index Continues Skyward On Energy Crisis
US manufacturing activity spent a fourth consecutive month in expansion territory, helped along by an
US Consumer Resilient, AI Spending Robust, GDP Release Shows
The US economy rebounded in Q1 following a slowdown associated with the prior quarter’s government
Powell Era Ends With Subtly Intriguing Fed Statement
The Fed kept rates on hold Wednesday, as expected, amid ongoing uncertainty around the war
US Business Investment, Residential Construction Soar
Macro watchers were treated to a double dose of upbeat reports on the state of
Smile. It’s Just A War.
Somewhat surprisingly, the US consumer mood held up in April despite what Conference Board chief
Data Deluge Meets Tech Earnings, FOMC In Blockbuster Week
This has the potential to be a lively week on the macro-market front, even without
‘Labor Crisis’ Warnings Rekindled By Tech Job Cuts
You wouldn’t necessarily know it to look at the headline hiring numbers — although payroll
Wealth Effect? Check. Jobs? Check — For Now
The wealth effect for the rich, jobs for everyone else. If you think that’s the
‘On Top Of All That’: US Housing In Limbo
There was more incrementally good news on the US housing front Wednesday. On the heels
US Pending Home Sales Accidentally Rise
Somewhat surprisingly, contract signings for existing US homes managed a gain in March, according to
Record Surge In Gas Receipts Fails To Deter US Shoppers
Nominal spending across the world’s largest economy expanded at the briskest pace in more than
Rekindled Stock Bull Is Hostage To War Headlines
Data wise, this’ll be a slow week for the world’s largest economy. There’s just one
‘The Macro Says Cuts Not Hikes’
You can’t pass higher energy input costs on to households when consumer sentiment’s the worst
China’s Economic Bifurcation Worsens
“The international order is crumbling into disarray,” Xi Jinping complained this week. I’d call that
US Wholesale Inflation Much Cooler Than Feared
Wholesale inflation in the US ran at just half the expected monthly rate in March,
Existing Home Sales Crumble, Outlook Cut On Higher Rates
Not surprisingly, existing home sales in the US posted a meaningful decline in Monday’s lonely
‘Buckle Up’
The official macro docket’s pretty light in the US this week, but the next several
15 Months Into ‘Golden Age,’ American Mood Hits Record Low
Congratulations to Donald Trump: He’s now the proud owner of the lowest consumer sentiment readout
Trump Makes History With Near-Record Energy Cost Surge
Headline inflation in the US jumped sharply last month, as surging oil prices pushed the
Fed’s Favored Inflation Measure Warm Again. GDI Rescues Q4 Growth
Underlying US inflation on the Fed’s preferred measure was uncomfortably warm for a third month
War Spreads Beyond Pump Prices For Anxious Americans
The biggest domestic political risk for Donald Trump from the war in Iran is obviously
Iran War Photobombs Key Services Sector Snapshot
Bad news. (I know, I know: “What other kind of news is there these days?”)
US Jobs Report Is Barnburner. Too Bad It’s Stale.
Overall hiring across the world’s largest economy reaccelerated dramatically last month after a sharp decline,
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