America’s small business owners are “cynical” and “negative.” That was one unfortunate takeaway from the
Category: economy
The Simple Reason Slower Demand Can Be Inflationary
There are two key pillars to the Fed’s inflation-fighting campaign, and they’re related. First and
Finding The North Star In Oz
R-star is going to “become an important market theme in the months ahead.” So said
Chasing The Elusive Target
For all the talk about how the “disinflation process has begun” (to quote Jerome Powell),
Recession: It Wouldn’t Take Much. Or Would It?
Notwithstanding what, thanks to a Teflon labor market, is a bulletproof facade, the US economy
The Good And Bad News Behind America’s Jobs Puzzle
Layoff announcements continue to pile up across the US economy. Over the last 24 hours
Hope Versus Reality In A Broken System
During his State of the Union address, Joe Biden lamented the slow demise of the
What’s Really Behind The Tech Layoffs?
Much has been made recently of the apparent disparity between layoffs in the tech sector
No Pausing Down Under
Last week, the ECB and the Bank of England both tipped pauses in their respective
Japanese Workers See Biggest Pay Gain In Quarter Century
Early last month, I asked if the “permafrost” was finally thawing in Japan. Fast Retailing
Is ‘American Utopia’ A Macro Illusion?
“Immaculate disinflation” has a nice ring to it. Angelic, even. But how about “American utopia”?
Herding Cats Around The ‘Immaculate Disinflation’
Traders and investors will get a welcome reprieve from top-tier US economic data in the
A Real Scorcher
The US economy added more than half a million jobs in January, hotly anticipated government
US Services Sector Activity Rebounds — With A Vengeance
If the blockbuster jobs report that blindsided markets on Friday wasn’t enough to convince you
Labor Problems
Another week, another rock-bottom read on US jobless claims. If you’re looking anxiously for signs
Messy Bank Of England Decision Tips Pause After 10th Hike
The Bank of England hiked rates for a tenth consecutive meeting on Thursday. The 50bps
ECB Hikes, Pre-Announces Another Hike, Opens Door To Pause
The ECB got right to the point on Thursday while hiking rates by another 50bps.
Talking Points
“We have more work to do,” Jerome Powell declared Wednesday, following another rate hike from
‘Bracing For Recession’
Feel free to put your own spin on things, but from where I’m sitting, decelerating
Job Openings Surge In Body Blow To US Soft Landing Hopes
US job openings rose to more than 11 million on the final business day of
Weather Blamed For Sharp Drop In US Private Sector Hiring
Private employers in the US added far fewer jobs than expected in January, bolstering the
Europe’s Inflation Crisis Eases — With Several Caveats
The good news is, headline inflation in Europe receded to 8.5% in January. I should
Some Mistakes You Just Can’t Fix
Thanks to a multi-week decline in mortgage rates which helped catalyze a surprise increase in
Living (With) Wage(s)
A key gauge of compensation watched closely by Jerome Powell and the Fed rose less
Narrow Escapes And Turning Points
Europe’s largest economy might’ve contracted in the fourth quarter, but that didn’t stop the euro-area
Recession, Stagflation Fears Resurface In Europe
Don’t call off the European recession just yet. The German economy contracted in the fourth
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