Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
Category: economy
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
How Many Comrades Does It Take To Screw Up A Stimulus Unveil?
Six trillion yuan. That’s the number. Or maybe it’s seven trillion. Or eight trillion. Don’t
Exports, Imports And The China Bloc
What happens if export growth falters? That’s a question Chinese officials — and particularly Beijing’s
US Spending Update, ECB Rate Cut Headline Macro Docket
The US data docket’s pretty light this week. If there’s a highlight it’s plainly retail
Lackluster Price Data Underscores China’s Deflation Risk
If authorities in Beijing weren’t already under enough pressure to revive domestic demand, Xi’s statisticians
Brass Tacks. Or A Lack Thereof
Phrases like “without specifying an amount” and “without specifying a time frame” are prevalent in
News Flash: People Hate High Prices
Consumer sentiment undershot expectations in early October, according to the preliminary read on the country’s
PPI Plays Along, But Won’t Quash November ‘Skip’ Chatter
The Fed welcomed some incrementally encouraging news on the inflation front Friday, when US producer
Hurricanes And Suicide Missions
On Thursday, a Fed pondering the outlook for the US economy received two potentially impactful
This Was Not A Good Inflation Report
“US CPI data will likely show further disinflation in September,” read the headline on one
US Mortgage Rates Inflect, Rocket Higher
Damn you jobs! Mortgage rates in the US jumped sharply over the last week and
‘This Is How Policy Mistakes Are Created’
On Tuesday, at an ECB event in Frankfurt, Adriana Kugler said she doesn’t know the
Miki’s Revenge (Press Pause, Jay)
The Fed needs to seriously reconsider what’s still, but probably shouldn’t be, a guaranteed November
Fate Of China’s Mega-Rally Depends On Fiscal ‘Big Move’
Perhaps the Chinese government gets the message. At long last. On Wednesday, Zichen Wang published
Hot Toddy!
The US services sector performed — and I’ll opt for an understated adjective in the
US Labor Market At ‘Inflection Point’
Guess what? US jobless claims are still low. Thursday’s initial claims headline printed 225,000, above
Bear Case, Bull Case, End Times
When it comes to the species, I’m a committed bear. The short case for humanity’s
Open House
“Would you ever consider a mortgage?” That was the question posed to me earlier this
US Private Hiring Solid, Pay Growth Tame In Sunny ADP Release
The US labor market’s resilient. Just like US consumers. Those two things — jobs and
Fed’s Labor Market Narrative Intact After Mixed JOLTS Release
Job openings across the world’s largest economy rose above eight million for the first time
US Factory Recession Rolls Into Second Year With Election Looming
The US manufacturing sector just spent another month in contraction. “Breaking news,” I know. No
He Hates These Dots
Jerome Powell spoke Monday at a NABE conference in Nashville, where he said a whole
Results (Still) Pending
The good news is, a marquee measure of US pending home sales no longer sits
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