SocGen’s Albert Edwards is passionate about “Greedflation” or, more to the point, about highlighting the
Category: economy
Americans Do Worry About Bank Safety After All
The percentage of Americans with more than $250,000 in their bank accounts may be vanishingly
US Services Sector Still Expanding, Inflation ‘Concerningly Sticky’
A key gauge of services sector activity in the world’s largest economy was broadly consistent
US Private Hiring Jumps ‘Aggressively,’ Pay Growth Drops
US private sector employers added twice as many jobs as expected in April, data released
The System Is Falling Apart
We need to update, refresh and modernize our systems and thinking. It occurs to me
US Labor Market Takes Another Step Down Long Road To Normal
For the second consecutive month, US job openings fell more than expected, leaving the door
‘Season Of Contradictions’ Grips US Factories As Stagflation Looms
US factory activity contracted for a sixth consecutive month in April. That was the bad
Traders Brace For Tsunami Of Data In FOMC Week
Traders will drown in big data this week. Not the kind ChatGPT leverages to churn
Taiwan, M2 And Other ‘Recession Now’ Canaries
Infallible or not, the yield curve is a cliché as a recession indicator. Indeed, those
Data Suggests US Inflation Firmly Entrenched. Sorry.
US labor costs increased more than expected in Q1, according to crucial quarterly compensation figures
Europe Walks ‘Along The Rim’ Of Stagflation
Top-tier macro updates out of Europe reflected varying degrees of economic resilience, even as stagflation
Markets Handed Stagflationary GDP Report
The US economy grew less briskly than expected in Q1, the advance read on first
US Pending Home Sales Plunge On Lack Of Available Houses
Existing US home sales may be set to fall during the spring buying season. Or
Banks Face New Era Of Run Risk In Always-Connected World
Maybe it’s a dearth of other bad market news to monetize, maybe it’s a genuine
The Recession That Never Came
Another day, another reminder that a US recession is just around the corner. Allegedly. I’m
New US Home Sales Surge. Average Prices Jump Back Near Record
New home sales in the US soared almost 10% last month, as lower mortgage rates
Surprise! US Home Prices Are Rising Again
US home prices unexpectedly rose in February, backward-looking data released on Tuesday showed. I’m not
A Fragile Equilibrium Meets Key Data As Traders Await Fed
Fed officials will be in their pre-meeting communications moratorium this week, which is just as
‘Locking In’ Inflation: Revenge Of The Theories
Are central banks “locking in” above-target inflation? You’d like to think not. And policymakers would
US Business Surveys Show No Slowdown, Inflation Heating Up Again
So much for the “slowdown” narrative. You might’ve assumed the second-largest bank failure in US
‘Partly Booming’ European Services Puts ECB In ‘Sticky’ Situation
Activity in Europe’s services sector is picking up rapidly. Whether that’s a good thing depends
‘The IMF Is Wrong. The Ice Age Is Dead’: Albert Edwards
In February of 2020, on the eve of the pandemic, SocGen’s Albert Edwards made a
US Home Prices Fall In ‘Unique Market’
Existing home prices in the US are falling. Or were falling. And for real this
Slowdown Ahoy? Jobless Claims, Philly Fed Point To Deceleration
US jobless claims are getting interesting again, but only mildly so, and I hesitate to
UK’s Economic Nightmare Rolls On
The UK’s inflation problem isn’t getting better. “These figures reaffirm exactly why we must continue
The Ongoing Investor Perils Of Recency Bias
Why was last year’s historic 60/40 drawdown so shocking to so many investors, professional, amateur
Chinese Economy Remains A Riddle
The Chinese economy expanded 4.5% during the first quarter, according to what I’ll generously call
You must be logged in to post a comment.