Yuck. That’s one word to describe the juxtaposition between a sharp deceleration in a key
Category: economy
US Jobs Report Looms With Traders On Slowdown Watch
It’s jobs week in the US, and the numbers better not disappoint. The nascent slowdown
US Macro Outlook Darkens Further As Real Spending Craters, Core Inflation Stuck
“Oh, Ey!” as the Sopranos cast might put it. Real personal spending in the US
Tariffs. Again.
Metrics and benchmarks. You need them if you’re going to assess outcomes in the context
Another Bad Omen In Tortured US Housing Market
Bad news. More bad news. More more bad news. Pending home sales in the US
US Jobless Claims Spike Amid DOGE Worries
US jobless claims overshot meaningfully in Thursday’s update, a development which may underscore growing concerns
New US Home Sales Crash In Latest Data Disappointment
New US home sales plunged in January following back-to-back increases, Wednesday’s sole notable US macro
American ‘Golden Age’ Off To Rough Start As Consumer Confidence Plunges
Surprise! Confidence among US consumers fell off the map in February, as rampant policy uncertainty, tariff-related
Maybe Houses Should Be — Gasp! — A Depreciating Asset
The annual pace of US home price growth across 20 large metro areas picked up
Commencing US Growth Scare
The US macro narrative’s shifting. Fast. As discussed at some length Monday in “Traders Rush
46 Long Months
Is the Fed’s inflation goal actually achievable in the post-pandemic macro reality, defined as it
Fed Hit With ‘Anything But That’ Moment In 30-Year High Inflation Expectations
While previewing this week’s sparse US macro releases, I casually noted that the final read
Biggest Home Sales Drop In Years Caps Dreadful US Data
Friday wasn’t a good day for US macro data. In addition to the worst update
US Services Sector Crashes Into Contraction As Upbeat Mood ‘Evaporates’
Don’t look now, but activity in the biggest part of the world’s largest economy just
What If There’s A Depression?
Nobody expects a recession. Ok, that’s not true. Let me rephrase: Almost nobody sees a
No More Cuts?
The Fed’s on hold. The Fed’s on hold. The Fed’s on hold. Is the message
Tariffs Are Latest Challenge For Tortured US Housing Market
Average mortgage rates in the US are the lowest this year, but would-be homeowners aren’t
All Quiet On The Macro Front?
It’ll be a slow week in the US, or at least for macro watchers. The
Don’t Look Now, But The Incorrigible American Consumer Just Tapped Out
Did the US consumer just crack? I’ve asked that I don’t know how many times
Don’t Buy The Spin: The US PPI Release Was More Bad News
A day on from a disconcertingly warm CPI report which prompted traders to price out
Disaster Strikes In God-Awful US CPI Report
Oh no! Houston, we have a problem! Consumer price growth across the world’s largest economy
Too Many Circles To Square
A key question as Donald Trump squeezes into his “Tariff Man” leotard in the service
Stoic, For Now
The Fed’s on hold until June most probably. And Jerome Powell wants no part of
If You Ain’t First…
Another day, another deluge of tariff headlines. I’d describe Donald Trump’s aversion to trade imbalances
US Inflation On Deck, Powell On The Hot Seat
It’s CPI week in the US and Jerome Powell will trudge up to Capitol Hill
China Still Dangerously Close To Deflation Event Horizon Despite CPI Fillip
You may see a headline or two touting the liveliest read on Chinese consumer price
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