If the Fed is concerned at all about the newly-minted bull market in US equities
Category: economy
US Retail Sales, Jobless Claims Paint Mixed Picture Following Fed
US retail sales posted a surprise increase, but initial jobless claims handily topped estimates for
China Cuts Key Rate As Economy Struggles
China on Thursday turned in a set of activity data for May that was perhaps
Albert Edwards: Greedflation Raises Risk Of Deeper, Longer Recession
Analysts and investors pleased with resilient corporate profits aren’t factoring in the macro read-through of
Producer Prices Bolster Case For Cooler US Inflation
In a boon to the Fed’s inflation-fighting efforts, pipeline price pressures abated more than expected
Core Inflation 2.5 Times Target Seen Clearing Way For Fed Pause
Mercifully for a Fed leadership that’d prefer to take a break from raising rates (if
China Stimulus Week
China stimulus rumblings were louder on Tuesday. The PBoC telegraphed an MLF cut later this
Fed Consumer Survey Paints Mixed Picture On Eve Of FOMC
I’d like to tell you the latest vintage of the New York Fed’s consumer survey
Truly Data Dependent?
“If Fed policy were truly data dependent, the case for a rate increase at the
No ‘Pausing’ For A Determined ECB
The Fed isn’t the only game in town this week. In addition to the June
US Homeowners See First Home Equity Losses Since 2012
The home equity losses are here. US homeowners with mortgages (around two-thirds) suffered more than
US Jobless Claims Leap In Boon To Doom
Macro watchers and market participants of all shapes and sizes are on US recession watch.
Europe Had A Boring Winter Recession
It’s pretty difficult to sensationalize a 0.1% contraction. Even when you have two of them
Chinese Economy Can’t Win For Losing
“Weak demand!” Screamed Chinese trade figures released on Wednesday. The numbers, which were disappointing, extended
Goldman Cuts US Recession Odds, ‘Undoing’ SVB-Inspired Revision
Good news! The increase in US recession odds associated with SVB’s collapse was a false
As Summer Beckons, Surveys Paint Divergent Picture Of US Services
US services sector activity decelerated to the brink of contraction in May, in what counted
In Effect Until Recession
If you’re inclined to suggest the recession crowd is treading dangerously close to Boy Who
Contextless Void
It should be a very quiet week for US traders. The data docket is nearly
US Jobs Report Is Goldilocks With Caveat
The US economy added a hefty 339,000 jobs in May, hotly-anticipated data released on Friday
US Manufacturing Malaise Continues, But Disinflation Is Silver Lining
The marquee gauge of US manufacturing activity spent a seventh month in contraction territory, data
US Private Sector Hiring Blows Past All Estimates
US private sector employers added 278,000 jobs in May, data released on Thursday showed. The
10.1 Million Reasons To Doubt A Soft Landing
In a disconcerting development for a desperate Fed, Wednesday’s update on job openings across the
US Home Prices Bottom Near Record Highs
US home prices have bottomed. At record highs. I’m just joking. But not entirely. Both
Desensitized Americans Ponder Stagflation In Confidence ‘Beat’
Late last week, I described Americans as a “gloomy” bunch. On Tuesday, The Conference Board
Jobs, Jobs, Jobs
Headlines in the holiday-shortened US trading week will revolve around Kevin McCarthy’s efforts to shepherd
For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
Just 16% of US consumers expect their income gains to outrun inflation over the next
Americans Refuse To Stop Spending As Inflation Rises In Worrying Data
Friday’s top-tier data release out of the US suggested the Fed has more work to
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