If there’s anything that frustrates me about opining on macro, markets and policy on a
Category: economy
Data Void Leaves Markets To Nvidia, FOMC Minutes, Geopolitics
Going strictly by the data calendar, it’ll be a quiet week for the world’s largest
Two-Month Euphoria Ebbs In Inconclusive Consumer Sentiment Update
Consumer sentiment in the US edged higher in early February, the last of this week’s
US Stagflation Fears Return As PPI Overshoot Confirms Rekindled Price Pressures
Anyone looking to the BLS’s update on wholesale prices for relief following an uncomfortably warm
Housing Market Crosscurrents Confound Buyers As Builder Sentiment Recoups Losses
It’s amazing what expectations for lower interest rates can do to bolster sentiment across an
Did The American Consumer Just Fold?
Bad news. Or good news, depending on how you want to look at it. Retail
Everybody’s In A Recession Except The Good Ol’ USA
If it feels to you like every important economy besides the US (and India) is
In Regrettable Milestone, Investors Buy One Out Of Every Four Affordable US Homes
25 years ago, the share of low-priced homes bought by investors in any given quarter
Markets Dodge Bullet With UK Inflation Report
Earlier this week, “stronger-than-expected wage growth bolster[ed] BoE caution.” That’s an actual headline from a
Fed Hit With Horrendous Inflation Report In Body Blow To Soft Landing
Bad news! Consumer prices in the US rose at a brisker-than-expected rate in January, decidedly
Mission Accomplished?
The New York Fed’s monthly consumer survey doesn’t typically make headlines, but the latest installment,
Economists Cry Foul: Growing Chorus Says Fed Policy Too Tight
The Fed’s overstaying its welcome at terminal. That’s the message from a growing number of
Inflation Report To Test Epic US Equity Surge
Traders and investors will have plenty of macro inputs to ponder in the new week,
Nothing To See Here
There was no shortage of hype around Friday’s annual CPI revisions from the BLS. For
Xi’s Macro Problems Pile Up As Deflation Deepens
There was more bad macro news out of China on Thursday. The drumbeat of despondency
US Jobless Claims Uptick Looks Like Another False Alarm
US jobless claim were a nonevent Thursday. I mention them only in the context of
Americans’ Credit Card Debt Hits $1.13 Trillion. Delinquencies Jump
Americans scored a new record for outstanding credit card debt in Q4, when total open
Fed Survey Suggests Credit Crunch Fears Overblown
The latest vintage of the Fed’s Senior Loan Officer Opinion Survey was released on Monday
US Services Sector Picks Up Steam, Underscoring Message From Jobs Report
In the wake of a much improved read on the US manufacturing sector and a
Fed Speakers, Regional Banks In Focus After US Jobs Shocker
In the days ahead, markets will hear from a veritable procession of Fed speakers who,
America’s Factory Recession Likely Over. Cue Higher Prices
The marquee gauge of US factory activity printed well ahead of estimates on Thursday, suggesting
Fed Gets More Dovish Data As ULC Undershoots, Claims Jump Again
After rising the most in three years during the prior quarter, US labor productivity notched
‘Too Soon For All-Clear’ As European Inflation Comes In Slightly Warm
For what it’s worth — a mention, at least — inflation in Europe was a
Powell Gets Good News On Fed’s Favorite Pay Gauge
When it comes to measures of compensation watched closely by Fed officials, and specifically by
Private Hiring Slows, But ADP Details Favorable For Soft Landing Crowd
US private sector employers added 107,000 jobs in January, ADP said Wednesday. That was far
US Homes Still Expensive, But Main Street Gains $40k In Purchasing Power
If you’re looking to buy a home in the US (or in any advanced economy,
You must be logged in to post a comment.