If you’re curious, the fallout from “Liberation Day” triggered the biggest — which is to
Category: economy
Best US Inflation Report In Five Years Overshadowed By Tariffs
Good news. Unfortunately, it’s too stale to matter, because in a Donald Trump presidency, anything
Losing Everything
If the problem is that no one knows what US trade policy will be from
What If Trump Just Repudiates America’s Debt?
There are still no clear answers as to what happened to Treasurys to start the
Ron Vara’s War And Trump’s Banana Republic
I was pleasantly surprised on Monday: Virtually no one whose job it is to weigh
‘Interesting’ Days!
It’s all about tariffs this week. That goes without saying. A benign scenario finds the
Trump Tariffs Are $700 Billion Tax Hike, Will Probably Cause Recession
America’s largest bank now thinks a US recession is more likely than not in 2025.
Solid US Jobs Report May Struggle To Offset Tariff Anxiety
Happily, the US added far more jobs than anyone thought possible in March, according to
Bottom Falls Out For Key Measure Of US Services Employment
Markets beset by tariff worries could’ve done without a very poor read on a key
Layoff Announcements Go Vertical On Musk Effect
Last month “would’ve been a fairly quiet month for layoffs” in America. Would’ve. Should’ve. Could’ve.
Tariff Man’s Not Much For Mathing
It’d be “complex, if not impossible,” the United States Trade Representative said, to “comput[e] the
‘Free At Last, Free At Last’
“For years, hard-working American citizens were forced to sit on the sidelines as other nations
Ophidia Mini
How’s the US consumer? Well, as ever, that depends on who you mean by “the
US Private Hiring Comes Up Roses In Rare Macro Reprieve
US equities (to say nothing of the Trump administration, assuming, perhaps misguidedly, they still care
Stagflation Arrives On US Factory Floor
Bad news. More of it. The marquee gauge of US factory activity flashed a hodgepodge
ECB Wins One Battle, Faces More
I dare say the ECB’s out of the woods on inflation, or damn near. I
No Laughing Matter
As noted here on Sunday evening, there’s now begrudging acceptance among market participants and Wall
US Jobs Report, ‘Liberation Day’ Loom With Traders On Edge
It’s jobs week in the US, and hiring probably held up in March. That’s the
Household Mood In America Goes From Bad To ‘FML’
It’d be hard to conjure a worse inflation expectations-sentiment conjuncture than that on display earlier
Fed Ponders Stagflation In Ugly Price, Spending Release
While previewing this week’s marquee US macro release, I noted that although the official consensus
‘Greedflation’ Lives On
If you’re wondering, corporate profits are still elevated. The legacy of so-called “greedflation” lives on.
Contract Signings Limp Higher As US Housing Payments Hit New Record
If you’re the glass half-full type, you might say contract activity in America’s tortured housing
Trade Reciprocity Would Be ‘Very Tough For People’
“I’ll probably be more lenient than reciprocal,” Donald Trump said, during an interview with Newsmax.
Bank Of England Still Has A Services Inflation Problem
Good news, albeit news no one cares about. Sorry, that’s insensitive. People in the UK
Affordability Bedevils US Housing As GenZ, Millennials Struggle
New home sales rose less than expected in the US last month, a so-so read
Americans’ Outlook For US Economy Plunges To 12-Year Low
Bad news: Consumer confidence in America deteriorated more than expected in March, according to Tuesday’s
April’s Fools
Whose put’s struck lower? Jerome Powell’s or Donald Trump’s? Opinions vary. Last week, JPMorgan wrote
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