It’s fair to suggest a sense of fatalism has set in among investors regarding the
Category: economy
Noisy Quiet Period
I wouldn’t call this week’s US data docket inconsequential, but it’d certainly be fair to
Landing Gear
I don’t love the narrative that says Fed policy is unduly loose based on the
As Good As It Gets, Or Soft Landing Prelude?
For markets and, in some ways, for the US economy, this is probably as good
Thrilled Americans Toast Lower Inflation With Huge Sentiment Boost
The animal spirits are stirring. In a testament to the notion that Main Street, like
US Producer Prices Flatline. Jobless Claims Stay Low
In what looked like another constructive development on the inflation front in the US, producer
Troubled Chinese Economy Suffers Worst Export Slump Since Pandemic
China better hope the rest of the world dodges a recession. A set of unfortunate
Fed Spots Light At Tunnel’s End In Benign US CPI Report
Drum roll! The most important US CPI report since… well, since last month’s report, showed
Canada Pushes Rates To 22-Year High
The Bank of Canada pressed ahead with another rate hike on Wednesday, the second consecutive
War And Recession. What Else?
If you’re a thrill seeker, “CPI eve” sessions in the pandemic era can be tedious
Inflation Headaches
There’s something about the NY Fed consumer survey that gives me a headache. Not literally.
Local Protection Racket Struggles To Ward Off Deflation
Xi Jinping may be done bleeding China’s largest tech firms (for now), but a purported
Slowly But Surely?
Data due this week will show core inflation in the US ran at two and
Job Gains Cool, Wage Growth Sticky In Mixed Read On Labor Market
The US economy added 209,000 jobs in June, according to the government’s tally released on
Blistering ADP Report Prints Half A Million
Private sector US employers added nearly half a million new jobs last month, data released
Quits Jump Back Above 4 Million, Underscoring Distorted US Labor Market
There were 9.82 million open jobs across the world’s largest economy on the last business
Mighty US Services Sector Steams Along
American manufacturing may be mired in a downturn, but the mighty US services sector most
US Job Cuts Slow Sharply
The pace of US job cuts moderated in June, even as the running total for
A Resolute Fed Looks To Labor Market For Inflation Relief
The June FOMC minutes suggested Fed officials aren’t satisfied that US inflation is on a
As Chinese Economy Falters, Xi Pitches ‘Pie Of Win-Win Cooperation’
The Chinese recovery narrative, easily among the worst macro calls of 2023 so far, was
Doing All Right. Maybe.
The marquee gauge of US factory activity missed estimates in data released Monday, but underlying
Jobs And Fireworks
It’s a holiday week in the US, but it’s also jobs week. So, anyone who
The Macro Implications Of The Student Loan Decision
If you’re wondering what the Supreme Court’s decision to nix Joe Biden’s student debt relief
Fed Gets Good News In Critical Spending, Inflation Update
Markets and policymakers were handed what looked, on the surface anyway, like a Goldilocks US
Bad Optics: Core, Services Inflation Rise In Europe As ECB Leans In
Headline European inflation receded in June to the slowest 12-month pace since January of 2022,
Hot US Economy Stuns Again With Big GDP Revision, Plunging Claims
Thursday brought still more evidence of US economic resilience in the face of an ostensibly
Waiting Game
For the second straight day, Jerome Powell spoke in Europe about the outlook for US
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