Somewhat surprisingly, contract signings for existing US homes managed a gain in March, according to
Category: economy
Record Surge In Gas Receipts Fails To Deter US Shoppers
Nominal spending across the world’s largest economy expanded at the briskest pace in more than
Rekindled Stock Bull Is Hostage To War Headlines
Data wise, this’ll be a slow week for the world’s largest economy. There’s just one
‘The Macro Says Cuts Not Hikes’
You can’t pass higher energy input costs on to households when consumer sentiment’s the worst
China’s Economic Bifurcation Worsens
“The international order is crumbling into disarray,” Xi Jinping complained this week. I’d call that
US Wholesale Inflation Much Cooler Than Feared
Wholesale inflation in the US ran at just half the expected monthly rate in March,
Existing Home Sales Crumble, Outlook Cut On Higher Rates
Not surprisingly, existing home sales in the US posted a meaningful decline in Monday’s lonely
‘Buckle Up’
The official macro docket’s pretty light in the US this week, but the next several
15 Months Into ‘Golden Age,’ American Mood Hits Record Low
Congratulations to Donald Trump: He’s now the proud owner of the lowest consumer sentiment readout
Trump Makes History With Near-Record Energy Cost Surge
Headline inflation in the US jumped sharply last month, as surging oil prices pushed the
Fed’s Favored Inflation Measure Warm Again. GDI Rescues Q4 Growth
Underlying US inflation on the Fed’s preferred measure was uncomfortably warm for a third month
War Spreads Beyond Pump Prices For Anxious Americans
The biggest domestic political risk for Donald Trump from the war in Iran is obviously
Iran War Photobombs Key Services Sector Snapshot
Bad news. (I know, I know: “What other kind of news is there these days?”)
US Jobs Report Is Barnburner. Too Bad It’s Stale.
Overall hiring across the world’s largest economy reaccelerated dramatically last month after a sharp decline,
‘Fired And Forgotten In A Desolate World’
If you’re not using AI, and thereby aren’t apprised of its rapidly-evolving capabilities, you should
Anyone Hiring?
I’m reasonably (ok, totally) sure no one cares, but I feel like I should mention
Key Factory Price Gauge Goes Vertical Amid War, Tariffs
Don’t look now, but the marquee gauge of US factory activity just printed in expansion
Some Folks Were Hired. Allegedly.
Good news: The US private sector added more jobs than expected in March. That’s according
US Hiring Rate Dives To 15-Year Low
For the eighth consecutive month, there were more jobless than job openings across the world’s
American Consumers Hang On, But ‘Skew Towards Pessimism’
Against the odds, consumer confidence in America improved in March on what the Conference Board
Can America’s Teetering Jobs Market Avoid Back-To-Back Losses?
I’d say traders’ focus will turn to the US labor market this week, but that’d
Double-Barreled War Risk Bombs Household Mood
Not surprisingly in light of the war’s impact on gas prices, the US consumer mood
Iran Can’t Bet On American Democracy To Save Regime
It could’ve been worse. A lot worse. That’s Donald Trump’s characteristically tone-deaf message to American motorists
Home-Deal Cancelations Keep Hitting Records
The deals are still falling through. Home deals I mean. When pending home sales fall
War Dashes Spring Home Hopes For American Renters
The war with Iran couldn’t have come at a worse time for a US housing
ECB Warns Of ‘Material Impact’ From Iran War
Hot on the heels of hawkish BoE communications which destabilized the UK front-end, stoking still more

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