A slate of top-tier US data greets market participants in the new week, as equities
Category: economy
Perfect Storm Brewing For US Housing Bubble
More cracks in the foundation. Pardon the pun. Again. Two days after data showed new
German Business Confidence ‘Nosedives’ In Record Collapse
“Sentiment in the German economy has collapsed,” Ifo President Clemens Fuest proclaimed on Friday. The
‘Largely Replaceable’: Putin’s Energy Is Expendable After All
As expected, the US and the EU announced a political accord aimed at freeing Europe
What Steve Mnuchin Saw
Most citizens in advanced economies aren’t accustomed to economic suffering. That’s a generalization, of course.
Ambiguous US Data Has Ominous Undertones
Mixed data provided little in the way of clarity as traders and investors pondered an
US Economy Expanding Rapidly, Alternative Facts Suggest
Not all the data was ominous. Preliminary US PMIs for March suggested the world’s largest
Will Soaring Mortgage Rates Pop US Housing Bubble?
If you like bad puns, call it another crack in the foundation. New US home
Treasury Selloff Accelerates As Hawkish Powell Bets On ‘Soft-ish’ Landing
“Powell’s hawkish comments ripple through markets,” one headline read, on Monday afternoon. This week was
US Retail Sales Decelerate As Gas Prices Surge
US retail sales rose 0.3% in February, data out Wednesday showed, an underwhelming performance that
Unmistakable Stagflation
US producer price inflation cooled a bit in February, good news, even as it’ll doubtlessly
Markets Skeptical Of Rosy China Data Amid ‘Complex, Grim’ Environment
Almost as a rule, markets are suspicious of China’s official economic data. There’s a fairly
Liftoff, Yes. But So Much More
Fed liftoff isn’t the only thing on the docket in the new week, although it’s
Main Street Never Wins
One of the defining features of the post-Lehman era was the glaring juxtaposition between massive
‘Drags From The War’: Goldman Slashes US Growth Outlook
The war in Ukraine will weigh on the US economy this year, increasing the odds
Americans Most Pessimistic About Finances Since ‘Mid-1940s’
Consumer sentiment in the US sank to a new decade low and inflation expectations jumped
‘Americans’ $40 Trillion Richer Since Pandemic, Fed Imagines
American “households” became $5.3 trillion richer during the final three months of 2021 (figure below),
US Inflation Matches Estimates, But Details Disastrous
US consumer prices rose sharply in February, but no more than expected, offering markets a
‘I Quit,’ Said 4.3 Million More Americans
There were 11.263 million job openings in the US economy on the last business day
Goldman Sees Risks To US Economy From Ukraine War
“The growth drag from oil prices alone is about 0.2pp based on the move so
Strong US Jobs Report Comes With Wage Conundrum
The US economy added far more jobs than anticipated in February, the government’s report showed.
Ambiguous US Data Lost In Fog Of War
215,000 Americans filed for unemployment benefits in the week to February 26, the government said
Small Businesses Fall Behind In Desperate Search For Labor
US private sector employers added 475,000 jobs in February (figure below), 100,000 more than consensus
US Factory Surveys Hold Up, But Ukraine Impact Not Captured
US manufacturing activity held up in February, the first of this week’s high profile economic
Marquee US Data Argues Against Recession, For Fed Hikes
This week’s marquee data out of the US showed a resilient consumer and elevated inflation,
Meanwhile, Inside America’s Epic Housing Bubble…
Who cares about the data at a time like this?! Nobody, is the answer. Nevertheless,
It Wasn’t Priced In
Losses continued to pile up for US equities on Wednesday amid a deluge of dour
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