It’ll be a slow week in the US, or at least for macro watchers. The
Category: economy
Don’t Look Now, But The Incorrigible American Consumer Just Tapped Out
Did the US consumer just crack? I’ve asked that I don’t know how many times
Don’t Buy The Spin: The US PPI Release Was More Bad News
A day on from a disconcertingly warm CPI report which prompted traders to price out
Disaster Strikes In God-Awful US CPI Report
Oh no! Houston, we have a problem! Consumer price growth across the world’s largest economy
Too Many Circles To Square
A key question as Donald Trump squeezes into his “Tariff Man” leotard in the service
Stoic, For Now
The Fed’s on hold until June most probably. And Jerome Powell wants no part of
If You Ain’t First…
Another day, another deluge of tariff headlines. I’d describe Donald Trump’s aversion to trade imbalances
US Inflation On Deck, Powell On The Hot Seat
It’s CPI week in the US and Jerome Powell will trudge up to Capitol Hill
China Still Dangerously Close To Deflation Event Horizon Despite CPI Fillip
You may see a headline or two touting the liveliest read on Chinese consumer price
Consumer Mood Darkens, Inflation Expectations Soar In Dour Sentiment Readout
The preliminary read on America’s marquee gauge of consumer sentiment was very rough for February,
Jobs Report Shows Rapid Hiring Before January Slowdown
The US economy added fewer jobs than anticipated in January and overall hiring was weaker
Chasing Productivity
Everyone who fancies themselves a macro maven likes to muse about labor productivity, but virtually
Is The US Services Slowdown Real?
The marquee gauge of US services sector activity was kinda “blah” in data released Wednesday,
New Data Suggests US Private Hiring Accelerated Sharply In Recent Months
US private sector employers added far more jobs in January than expected, Wednesday’s update from
US Job Openings Plunge In Good (And Bad) News
US job openings undershot meaningfully in key labor market data released Tuesday. There were 7.6
Nascent US Manufacturing Recovery Marred By Inflation Jitters
Behold: A ray of sunshine through the trade storm clouds. The marquee gauge of US
Traders Brace As Crowded Data Docket Collides With Tariff Drama
Tariffs, tariffs and more tariffs. That’s a preview of what you can expect from financial
Tariffs Aren’t A Free Lunch
Love’s famously blind, but generally speaking, people know a lot about the things they love.
Forget The Data, What About The Tariffs?
The last of this week’s key US macro releases printed largely in line with consensus.
Americans Spend Their Asses Off
Americans were spending their asses off in Q4, preliminary US GDP data released on Thursday
Pending Home Sales Crash As High Rates Bite Back
As it turns out, you can’t afford what you can’t afford. Imagine that, right? Pending
ECB Cuts Again As Europe Faces Recession, Political Crises
“Unexpected.” That’s how a handful of mainstream media outlets described news that the euro-zone economy
Fed On Hold Amid Stubborn Inflation, Dense Trade War Fog
Unable to see their hands in front of their faces in some of the densest
‘Trump Bump’ MIA In Consumer Confidence Data
Consumer confidence looked a little shaky in second-tier US macro data released on Tuesday. The
Annual Home Price Growth Picks Up First Time In Eight Months
Homes. They’re expensive! Half a million dollars worth of expensive if you want something half-decent
What To Expect From The January FOMC Meeting
A pause. I hate to spoil the suspense, and I’m legendary for burying the lede,
US Flaunts Economic Brawn As World Struggles
This’ll be a fairly busy week for traders. In addition to the January FOMC meeting
You must be logged in to post a comment.