Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
Category: economy
Throat Punch: Fed Plans Derailed As CPI Torches Doves Again
Bad news! Underlying inflation in the US overshot expectations for a third consecutive month in
Joe Biden Has A Small Business Problem
Small businesses in the US are feeling pretty glum these days. That’s bad news. As
Quietly Bad: NY Fed Survey Sends Ominous Signals
If you’re the type who tracks each and every incoming macro release out of the
US Inflation Cliffhanger Headlines Big Week For Markets
It’s CPI week in the US. [Insert ominous cliché] Wednesday’s release isn’t the last inflation
ECB, China, Bernanke BoE Review Top Global Macro Agenda
An update on US inflation and the start of earnings season for corporate America will
Another Barnburner: US Labor Market Steams Ahead
Stop me if you’ve heard this intro before: The US economy added far more jobs
Key US Services Price Gauge Falls To Four-Year Low
Markets needed an offset on Wednesday. According to ADP, the annual rate of pay growth
Uh-Oh: Job-Switcher Pay Explodes Higher In Hot ADP Report
US private sector employers added 184,000 jobs in March, far more than expected, ADP said
Fed’s ‘Immaculate Disinflation’ Intact, But Stalled
There were 8.756 million open jobs across the world’s largest economy on the last business
End Of US Manufacturing Recession Comes With Inflation Warning
Rejoice: The US manufacturing recession’s over. America’s marquee gauge of factory activity moved into expansion
China Says Recovery Gathering Steam
Chinese economic activity picked up in March, according to… well, according to China’s statisticians. Can
Fed Gets Good News On Good Friday
The American consumer was undeterred last month and price pressures were a bit less acute
US Housing Thaw Belies Absurd Affordability Spiral
It’s nothing to write home about (get it?) but pending home sales in the US
Biden Gets A Break As US Consumer Sentiment Revised Sharply Higher
A marquee gauge of US consumer sentiment inflected meaningfully, and unexpectedly, for the better in
Another Bear Narrative Dies As GDI/GDP Gap Closes
The pace of US economic expansion during last year’s final quarter got a bump on
Is Jerome Powell Ignoring His Own Models?
If you’re not exhausted with the neutral rate discussion by now, something’s wrong with you.
Fed Went Record-Broke In 2023
The Fed’s broke. Maybe you heard. Or as broke as you can be when you’re
American Consumer In Limbo Amid Macro, Political Ambiguity
American consumers are feeling ok about the current state of the US economy. They aren’t
New US Home Sales Slip, Prices Fall Amid Signs Of Normalization
New home sales unexpectedly fell last month, the first of this week’s notable data out
US Inflation Update To Show Stalled Progress In Holiday Week
It’s a holiday week in the US, but the schedule’s pretty full and includes an
Albert Edwards Says Yield-Curve Control Inevitable For Western Central Banks
Yield-curve control may be over in Japan, but it’s coming soon to a central bank
Is America’s Housing Market Starting To Thaw?
Don’t look now, but existing US home sales surged last month, according to data released
US Economy Boasts Another Strong Quarter While France, Germany Struggle
Survey data released on Thursday suggested private sector economic activity in the US held steady
Dodging Recessions, Ducking Molotovs
Whatever the Fed suggests about the macro outlook at the March FOMC meeting, the US
UK Inflation At 2 1/2 Year Low Sets Up Summer Rate Cut
Rejoice: Inflation in the UK came in below estimates in key data released on Wednesday.
Enjoying US Economic Exceptionalism? Thank Immigration
This scarcely needs reiterating, but just in case: It’s tragically ironic that America, a nation
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