It’d be an understatement, and not a small one, to describe investor interest in macro
Category: economy
Not-So-Great Expectations
Oddly enough, US consumers are trepidatious again. Confidence among American households deteriorated in December, according
Joy To The World
Plainly, this’ll be a slow week for the macro-market crowd. It’s Christmas, which means the
US Inflation Promptly Undershoots After Fed Raises Forecast
In a fortuitous — if ironic — development for a panel of technocrats who just
US Home Sales Thaw As Buyers Accept ‘New Normal’
Homebuyers in America are “get[ting] used to a new normal,” NAR Chief Economist Lawrence Yun
US Economy Surprises Again As Jobless Claims Drop, GDP Revised Up
A two-week jump in initial US jobless claims in and around the Thanksgiving holiday was
BoE Vote Split Nets To ‘Dovish Hold’
“Gradual.” That’s still the “appropriate” way to approach the “removal of policy restraint.” So said
Fed Lifts Inflation Outlook, Sees Fewer 2025 Cuts
The Fed cut rates by 25bps on Wednesday, as expected, bringing the total amount of
US Housing At The Crossroads
US housing’s at a crossroads of sorts. Rates have seemingly stabilized, and may be biased
Recession Where? Not Here. Not Yet.
Recession? Who? Where? When? Not us. Not in America. And certainly not right now. At
Builders Bet On Red Tape Relief From Trump 2.0
There’s a builder in The White House! There’s a builder in The White House! Homebuilders
Flaming-Hot US Services Makes Mockery Of Powell’s ‘Restrictive’ Policy
The biggest part of the world’s largest economy expanded at the brisket pace since October
‘Vastly Disappointing’ Retail Sales Underline China Deflation Threat
The Chinese consumption impulse registered an apathetic 3% for last month in key data out
And Now, The Fed
The Fed will almost surely cut rates at the final FOMC meeting of 2024. In
Hell Freezes Over
It was predictable: The “stimmy” rally in Chinese equities would be seen, in hindsight, as
Chicken-Egg Problem
Producer price growth in the US came in warm for November, data released Thursday showed.
Make Jobless Claims Relevant Again?
For most of the current cycle in the US, jobless claims were largely inert such
They’re Cuttin’ Rates!
They’re cutting rates. Everybody’s cutting rates. On Thursday, at its final policy meeting of 2024,
Mortgage Rates Slip Again In Still-Tense US Housing Market
If you’re keeping track at home (or at “home,” with scare quotes, if you’re a
Wanted: Coherent Inflation Analysis
Mercifully for a Fed seen by some as willfully blind to a nascent, if not
Hook, Line And Sinker
Everyone knows, after all these years, how I feel about the average person, or I
Xi Jinping Needs To Refocus
Chinese export growth slowed from a 19-month high in November, missing estimates in the process
US CPI, ECB Rate Cut Top Macro Docket In New Week
It’s CPI week in the US, which doesn’t mean as much as it used to.
‘Fearing The Future,’ Americans Resort To Debt-Funded Stockpiling
Some articles write themselves. This is one of them. On Friday, the preliminary read on
Tariff Man, Comin’ Through!
Consumer sentiment in the US improved a fifth month, pushing America’s marquee mood gauge to
US Jobs Report Is Both Hot And Cold
The US economy added 227,000 jobs in November, the BLS said Friday. The NFP headline
Jobless Claims Low, Job Cuts High
For whatever it’s worth — not a lot — US jobless claims ticked up during
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