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Category: economy

6% Or Higher Rates Possible On Hot US Spending: Goldman

March 6, 2023March 7, 2023

What if the world’s largest economy refuses to decelerate? That’s the $26 trillion question looming

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What To Make Of China’s ‘Low’ Growth Target

March 5, 2023March 6, 2023

There were three general takeaways from what I described as China’s “cautious” growth target for

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2 Comments on What To Make Of China’s ‘Low’ Growth Target

Fed May Need To Torch $30 Trillion To Tame Inflation

March 4, 2023March 9, 2023

The Fed’s credibility problem is beginning to grow again. And no, I don’t mean the

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12 Comments on Fed May Need To Torch $30 Trillion To Tame Inflation

Inflation Is Embedded In The US Services Sector

March 3, 2023March 5, 2023

Friday’s hotly-anticipated read on the state of the US services sector was good, but it

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1 Comment on Inflation Is Embedded In The US Services Sector

US Home Prices Fall First Time In 11 Years. But…

March 2, 2023March 4, 2023

It was inevitable, but now it’s official. Sort of. US home prices are falling on

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3 Comments on US Home Prices Fall First Time In 11 Years. But…

Stargazers

March 2, 2023March 9, 2023

We may be living through the early stages of a “historically unique period.” In the

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2 Comments on Stargazers

Disappearing Disinflation

March 1, 2023March 2, 2023

This week’s only marquee data release out of the world’s largest economy was amenable to

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11 Comments on Disappearing Disinflation

Mortgage Apps At New 28-Year Low In Sad ‘Nobody’s Market’

March 1, 2023March 2, 2023

US mortgage rates rose to the highest since November last week, putting further pressure on

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China’s Recovery Proceeding Well, China Says

March 1, 2023March 2, 2023

The leadership in Beijing was taken aback both by how rapidly COVID spread across the

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3 Comments on China’s Recovery Proceeding Well, China Says

Americans (Still) Feel A Recession Coming On

February 28, 2023March 1, 2023

US consumers have a “super bad feeling” (to quote Elon Musk) about the short-term outlook

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6 Comments on Americans (Still) Feel A Recession Coming On

US Home Price Growth Slows To 29-Month Low

February 28, 2023March 1, 2023

US home prices posted the smallest annual gain in 29 months in December, data released

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7 Comments on US Home Price Growth Slows To 29-Month Low

No End Seen To ECB Hikes As Data Mocks Philip Lane

February 28, 2023March 1, 2023

Last year, inflation in Europe was largely a function of the war and its impact

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5 Comments on No End Seen To ECB Hikes As Data Mocks Philip Lane

US Pending Home Sales Boom In Latest Threat To Fed

February 27, 2023February 28, 2023

If pending home sales are a leading indicator, the long run of monthly declines in

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3 Comments on US Pending Home Sales Boom In Latest Threat To Fed

Larry Summers Was Right. Most Can’t Accept It

February 26, 2023February 27, 2023

In March of 2021, when the Biden administration was on the verge of sending Americans

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16 Comments on Larry Summers Was Right. Most Can’t Accept It

US Inflation Accelerates, Spending Surges In Nightmare For Fed

February 24, 2023March 4, 2023

Surprise! Americans spent more than economists anticipated last month, and inflation ran hotter than expected.

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16 Comments on US Inflation Accelerates, Spending Surges In Nightmare For Fed

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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