There was incrementally positive news on the US macro front Monday, when preliminary PMI readouts
Category: economy
‘Transitory’ Is The New Transitory
There’s a fair amount on offer this week in the US macrosphere, including what’ll probably
Liberation!
In the days ahead, traders and investors will gear up for “Liberation Day.” Never heard
US Home Sales Rebound. Price Gains Offset Stock Losses For America’s Rich
Surprise, surprise: Existing US home sales defied expectations for another decline to post a solid
US Jobless Claims Stay Low During NFP Survey Week
US jobless claims were a nonevent Thursday. So, why am I wasting my time and,
Fed On Hold, Sticks With Two 2025 Cuts In Dot Plot, Tapers QT
The Fed left rates on hold Wednesday, as expected. There was exactly no chance of
Plunging Global Growth Outlook ‘Bad News For Stocks’
If you’re curious to know what a sharply deteriorating global growth outlook among fund managers
Global Macro Pessimism Soars Second-Most Since 1994
Congratulations are in order: The Trump administration just catalyzed the largest decline in a broad
New Construction Rebounds, But US Housing’s Still Screwed
Good news. Provisionally. New construction activity picked up in the US last month despite woefully
US Homebuilder Sentiment Crumbles Further On Tariff Chaos
Did you hear? There’s a real estate developer in the White House. That means builder
If You Can’t Trust The CCP, Who Can You Trust?
“China rarely fails to achieve its growth target.” That’s a direct quote from an analyst
US Retail Sales Disappoint, But Key Underlying Metric Strong
Headline US retail sales missed estimates in the first of this week’s notable US macro
Fed Shares Space With China Data, BoE, BoJ In New Week
The March FOMC meeting’s obviously the marquee event this week, but the macro docket’s full
Since 1993
With apologies for the frequency of expletives this week: Red f-cking alert. Five- to 10-year
Otherwise Favorable PPI Release May Bias Fed’s Favored Inflation Metric Higher
There was more incrementally good news on the US inflation front Thursday, when the BLS
This Isn’t What You Want
If March 12, 2025, were any other post-pandemic CPI day in the US, stocks would’ve
Americans Learn The Path To Lower Mortgage Rates May Go Through Recession
As promised, the Trump administration’s bringing down borrowing costs for families. One recessionary data point
Cooling US Inflation Is Old News, But Good News
Well, what do you know? US inflation cooled considerably in February. That’s according to Wednesday’s
Data Suggests Plenty Of Open Jobs For Musk-Purged Bureaucrats
For what it’s worth on yet another day dominated by tariff headlines, US job openings
CEOs Implored To Keep The Faith As Trump Barrels America Toward Recession
“Well, Mr. President, you promised us an economic boom and we’re all just a little
Household Mood Worsens Dramatically In New Fed Poll
The good news is, inflation expectations in the new vintage of the NY Fed’s monthly
Traders Brace As US Inflation Updates Collide With Tariff Soap Opera
Investors and traders (two distinct classes of market participants, only one of which makes money
Hell’s Still Freezing Over
Don’t say it out loud (seriously, don’t, unless you want to get called in for
Powell Says Words
Jerome Powell said some things on Friday. Things like the US economy’s still in a
‘Evil’ US Trade Policy Is Knee-Capping China Already
China released the January-February trade rollup on Friday and the verdict wasn’t great. Exports grew
Not Bad. Not Good Either.
Mostly inoffensive. That’s as good a two-word description of Friday’s US jobs report as you’ll
Thanks Elon!
The good news is, initial jobless claims in the US receded from a two-month high
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