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Category: economy

Bond Yields And Left Turns

September 8, 2023September 10, 2023

Bond yields should be lower. At least at the long-end. That’s not an assessment based

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2 Comments on Bond Yields And Left Turns

Albert Edwards Is Worried About Bankruptcies

September 7, 2023September 8, 2023

SocGen’s Albert Edwards is concerned about bankruptcies. That might seem odd coming from the man

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3 Comments on Albert Edwards Is Worried About Bankruptcies

Inflation Still Percolating In US Services Sector

September 6, 2023September 7, 2023

Activity in the US services sector reaccelerated in August, according to this week’s only top-tier

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China’s Economy May Never Recover Pre-Pandemic Vibrancy

September 5, 2023September 14, 2023

For about 24 hours, financial media outlets and some bank analysts were convinced that Beijing’s

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4 Comments on China’s Economy May Never Recover Pre-Pandemic Vibrancy

Goldman Says US Recession Odds Have Completely Normalized

September 5, 2023September 6, 2023

This was the summer of the soft landing. So said Goldman, in a new note

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8 Comments on Goldman Says US Recession Odds Have Completely Normalized

Is This Your Homework Larry?

September 3, 2023September 8, 2023

There’s not much on the data docket in the US for the holiday-shortened week. Sparse releases

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1 Comment on Is This Your Homework Larry?

What Happens To The Economy When Student Loan Payments Resume?

September 2, 2023September 4, 2023

One part of any “good” macro bear narrative for the back half of this year

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2 Comments on What Happens To The Economy When Student Loan Payments Resume?

Fed Gets Ideal US Jobs Report

September 1, 2023September 14, 2023

The US economy added slightly more jobs than anticipated in August, wage growth cooled and

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Worst May Be Over For America’s Manufacturing Sector

September 1, 2023September 2, 2023

America’s factory malaise abated in August, the last of this week’s top-tier data out of

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Americans Kept Spending As Q3 Dawned. Inflation Generally Cooperative

August 31, 2023September 1, 2023

After re-accelerating at the end of the second quarter, personal spending in the US picked

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European Inflation Stuck At Nearly Triple ECB’s Target

August 31, 2023September 1, 2023

Headline inflation in Europe is stuck, apparently. The all-items gauge loitered at 5.3% in August,

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1 Comment on European Inflation Stuck At Nearly Triple ECB’s Target

Pending Sales Rise, Investor-Buying Plunges In Cliff-Edge US Housing

August 30, 2023August 31, 2023

Pending home sales unexpectedly rose in the US last month, data released on Wednesday showed.

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2 Comments on Pending Sales Rise, Investor-Buying Plunges In Cliff-Edge US Housing

Fed Gets More Favorable Data In Constructive ADP Report

August 30, 2023August 31, 2023

US private sector employers added 177,000 jobs in August, ADP said Wednesday. That was fewer

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War, Inflation And Chinese Shadow Banks

August 30, 2023August 31, 2023

The war, European inflation and China’s shadow banking demons were top of mind for market

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1 Comment on War, Inflation And Chinese Shadow Banks

‘Immaculate Disinflation’ Lives

August 29, 2023September 14, 2023

Good news for the soft landing crowd: US job openings were “just” 8.827 million on

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2 Comments on ‘Immaculate Disinflation’ Lives

Bad, Good, Whatever

August 29, 2023August 30, 2023

Here’s hoping bad news is good news. US consumer confidence slid in August and an

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3 Comments on Bad, Good, Whatever

US Home Prices Keep Rising, Imperiling Fed’s Inflation Fight

August 29, 2023August 30, 2023

US home prices rose a fifth straight month in June, according to lagged data released

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1 Comment on US Home Prices Keep Rising, Imperiling Fed’s Inflation Fight

Yes, China Is Staring At A Recession

August 29, 2023September 14, 2023

Earlier this week, one reader parroted a familiar refrain: China isn’t headed for a recession

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3 Comments on Yes, China Is Staring At A Recession

Americans Have No Idea What’s Going On

August 28, 2023August 29, 2023

America is a paradox. The US is the richest nation in the history of the

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21 Comments on Americans Have No Idea What’s Going On

Traders Confront Wave Of Crucial Data Ahead Of US Holiday

August 27, 2023September 14, 2023

It’s a data-heavy week in the US, where a whirlwind of indicators are expected to

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1 Comment on Traders Confront Wave Of Crucial Data Ahead Of US Holiday

Powell Breaks No New Ground In Bland Jackson Hole Speech

August 25, 2023September 14, 2023

If the US economy continues to grow at an above-trend pace, the Fed may be

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4 Comments on Powell Breaks No New Ground In Bland Jackson Hole Speech

The World: Changing, Ending Or Both?

August 25, 2023August 27, 2023

Is the world changing or ending? Both, probably. We’re witnessing tectonic socioeconomic and geostrategic shifts.

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6 Comments on The World: Changing, Ending Or Both?

Germany’s Economic Woes Worsen As Confidence Slides

August 25, 2023August 26, 2023

Not that anyone needed additional confirmation, but an update on the key leading indicator for

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Powell Unlikely To Chance R-Star Shocker

August 24, 2023August 25, 2023

I doubt there was much to distill from Thursday’s price action in US markets other

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2 Comments on Powell Unlikely To Chance R-Star Shocker

BRICS+ For Short

August 24, 2023August 25, 2023

Starting next year, “BRICS” will be harder to pronounce. Cyril Ramaphosa on Thursday announced the

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1 Comment on BRICS+ For Short

Americans Flock To New Construction Amid Record-Low Vacancy Rate

August 23, 2023August 24, 2023

Not surprisingly considering current housing market dynamics, US new home sales topped estimates in data

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US Mortgage Demand Falls To 28-Year Low As Rates Highest Since 2000

August 23, 2023August 31, 2023

The average 30-year fixed rate mortgage in the US rose to 7.31% last week, up

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2 Comments on US Mortgage Demand Falls To 28-Year Low As Rates Highest Since 2000

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