Policy pivot euphoria waned Wednesday, as investors and traders weighed persistent inflation and tough-talking central
Category: economy
‘Soft Landing’ Narrative Gets Its Lazarus Moment
Suddenly, the data is playing along. US job openings notched one of their largest monthly
Bad News Is Good News In US Factory Slowdown
The first of this week’s top-tier US data came in short of consensus, which was
Breaking News: More Terrible US Inflation Data
The good news is that the bad news was already in the price. Hopefully. Key
Europe’s Inflation Crisis Spirals Into Double-Digits
In news that’s every bit as disconcerting as it is unsurprising, inflation in the eurozone
Albert Edwards Has A Different View Of UK’s Historic Week
The ongoing crisis in the UK may not be all Liz Truss’s fault. I’m certainly
The Most Important Takeaways From A Bad News Week
The bad news is… everything, really. It’s not so much that there’s a “bull market”
US New Home Sales Stage Black Swan-Style Surge
Markets were treated to another black swan-type event Tuesday, courtesy of a wholly anomalous beat
Pace Of US Home Price Gains Downshifts Most Ever
Home prices posted a smaller-than-expected annual gain in July, according to one closely watched gauge,
Summers On UK: ‘I’m Surprised We Haven’t Heard From The IMF’
Don’t give Larry Summers an easy target. In the immediate (and extremely chaotic) aftermath of
Runaway Inflation In Europe: Does The ECB Even Matter?
In addition to a cacophony of policymaker soundbites, traders will be compelled to grapple with
Truss Plan Pushes UK To Edge Of Crisis
“Casino economics” that will “end in tears” with a possible run on the pound. That’s
Bank Of England’s Perilous High-Wire Act Continues
The Bank of England raised rates for a seventh consecutive meeting on Thursday, escalating a
Existing Home Sales Fall Again. US Homeowners Seen ‘Locked In’
Existing home sales in the US came in slightly better than expected for August, while
Germany Suffers Emerging Market-Style PPI Spiral
Producer prices in Germany soared last month. To the extent “soared” can be an understatement, consider
Plunging Permits Are Another Housing Canary
Housing starts rose far more than expected in the US last month, a development which,
Good Things Gone Bad
For the longest time, the case for a “soft landing” in the US revolved around
US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold
There’s “no sign” that America’s “housing recession” is abating. That’s according to Robert Dietz, chief economist
US Home Prices Are Destined To Fall
Mortgage rates in the US rose above 6% last week for the first time since
Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle
“A critical debate has emerged” around the outlook for the US economy and the Fed’s
Inflation Uncertainty Soars To 1982 Levels
The improvement in US consumer sentiment witnessed in late August ebbed early this month, amid
Inflation Hope Spotted In Fed Surveys
Although it’ll invariably be lost in the shadow of the August CPI report, it’s worth
Headline Retail Sales Beat Belies ‘Concerning’ Core Measures
US retail sales rose in August, but a cursory look under the hood suggested slower
Meanwhile, In Japan…
On Thursday, markets were “treated” to another “Econ 101” lesson. While previewing this week’s slate
Railroaded
Early Thursday, Joe Biden expressed gratitude to rail workers for striking… an eleventh hour deal
‘Intentional Crash Landing’ May Be Fed’s Only Remaining Option
The odds of a “left-tail,” hard landing scenario for the US economy have “exploded higher.”
Take No Comfort In ‘Cooler’ US Producer Prices
Anyone looking for definitive signs of peak inflation in Wednesday’s US producer price data was
You must be logged in to post a comment.