Investors and traders (two distinct classes of market participants, only one of which makes money
Category: economy
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
Chinese Economy Grew 5% In 2025
The Chinese economy grew by 5% in 2025, early estimates released on Wednesday showed. That’s
Crucial US Services Sector Update Offers Reprieve Despite Tariff ‘Chaos’
Phew. Dodged a bullet. The US services sector held up better than feared last month,
Private Hiring Slows Sharply In America, Underscoring Recession Worries
US private sector hiring ran at just half the pace economists expected in February, data
New Orders Collapse, Price Pressures Surge As Tariffs Upend US Manufacturing
Yuck. That’s one word to describe the juxtaposition between a sharp deceleration in a key
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
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