The IMF’s new World Economic Outlook (that’s a proper noun) is here. Who’s excited? These
Category: economy
US Small Businesses Stare Down Worst Credit Crunch In Decades
America’s small business owners are still “cynical.” That’s according to the latest vintage of the
Forget Bretton Woods 2 And 3. Try ‘Deep Dark Woods’ Instead
If you’ve never been to Asheville, North Carolina, but you’ve heard of it, I’m not
Soft Landing Comes Back Into View Despite Bank Drama
In the latest weekly+, I suggested that, for the first time this cycle, the incoming
Solid Jobs Report Clears Fed For Another Hike
The US added slightly more jobs than expected in March, and the unemployment rate moved
Meanwhile, In Japan…
“Consumer prices aren’t going back to constantly falling below 2%,” Haruhiko Kuroda said Friday, speaking
Recession Stars ‘Already Aligned,’ JPMorgan Says
Don’t lose the plot. And, unfortunately, this plot dead ends in recession. That was one
Jobless Claims Surge On Revisions. Tech Job Cuts Jump 38,487%
Initial US jobless claims printed well above estimates in figures released Thursday. Taken at face
A Tale Of Two Services Surveys
The US services sector put on the brakes last month. Or sped up. It depends
As Hiring Slows, US Jobs Concentrated In Small Firms, Services
US private sector employers added 145,000 jobs in March, ADP said Wednesday. That was well
Soft Landing Hope Floats In Multi-Sigma JOLTS Miss
At long last, US job openings printed a sizable downside surprise versus consensus. Openings as
Manufacturing Contraction — The Good Kind
If you were looking for a dovish macro print to support any “last hike” hopes
With Banks ‘Stable,’ Traders Look To US Jobs Report
With the US banking system in stable condition thanks to a $150 billion per week
No Bank Panic In Michigan Poll. But Recession Vibes Unmistakable
A trio of bank failures had “limited impact on consumer sentiment” this month, Joanne Hsu,
US Inflation, Spending Data Cooperates. For Now
Core inflation using the Fed’s preferred gauge rose less than expected last month from January,
Beware The Latent Surge In Jobless Claims
Just take the money! It’s free! If I were a financial advisor (I’m not), that’s
The ChatGPT Bubble Is Here: $300K For ‘AI Whisperers’
Earlier this week, I lamented the somewhat terrifying prospect of 300 million lost full-time jobs
Did America’s Housing Recession Just End?
For the third straight month, pending home sales in the US surprised to the upside,
America’s Housing Bubble Flies South For The Spring
A government gauge of national home prices in the US unexpectedly rose at the beginning
Unbothered By Bank Runs?
If you were wondering whether the second-largest bank failure in American history and fears of
Let’s Argue About Student Debt Some More
Over the years, I’ve learned to pick my spots when it comes to broaching the
Great American Deposit Debate Spotlights Legislative Gridlock
“Biden, Powell and Yellen have said virtually everything they can say about the FDIC’s backing
Failing Banks, Persistent Inflation Promise Fun-Filled Week
Markets will get an updated look at the Fed’s preferred inflation gauge this week. Spoiler
Services PMI Nods Strongly To US Wage-Price Spiral
The good news is, the US economy is still humming along. That’s also the bad
It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
Price gouging! That’s the culprit for high inflation. I like it as a thesis. I
Ambiguous New Home Sales Suggests Prices Firmed After Drop
The pace of new US home sales was slightly slower than expected last month, data
Food, Bar Inflation Now Off The Charts In UK
“Disastrous” might be too strong an adjective. It usually is. But some less severe synonym
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