Call off the soft landing. Larry Summers has joined the bandwagon. Normally that’d be funny.
Category: economy
US Inflation Report Warm, But Too Ambiguous To Alter Narratives
Inflation in the US was quicker than expected in December, data released on Thursday showed.
‘Don’t Take Disinflation For Granted’: Two Charts And A Lot Of Words
Admittedly, the “risk of inflation re-acceleration” talking point is a bit tired by now. Over
‘Key Services Sector Hiring Gauge Plunges!’ Is A Headline You’ll Probably Click
To the extent markets needed an “offset” for a hot NFP print and a commensurately
Annoyingly Noisy Jobs Beat Dents Case For March Fed Cut
Hiring accelerated across the world’s largest economy last month, the most important US jobs report
US Jobs Market Declared Normal. Wage-Price Spiral Risk ‘All But Disappeared’
Americans are still finding plenty of work across the world’s largest economy and wage growth
Macro Amuse-Bouche Is Snoozer As Markets Look To Payrolls
The first of this week’s top-tier US macro data was profoundly uninteresting, where that means
Jobs, Death And White (Collar) Privilege: 2024 Set For Launch!
The white collar world will begrudgingly start pretending to work again this week after taking
Year’s Final US Housing Market Release Shows Sales Stuck At Record Low
There’s nothing worse for a macro documentarian than a boring, but nevertheless notable, data release.
The Astounding Decline Of The Affordable American Home. And What It Means
10 years ago, roughly half of homes for sale in America were affordable for a
US Home Prices Posted Largest Increase Of 2023 Before Rates Plunged
US home prices rose nearly 5% in October from the same month a year ago,
Buy Now, Pray Later
The Christian world came to a halt on Monday when, in keeping with tradition, families
Victory. With Tragic Caveats
If Jerome Powell made a Christmas list, it’s safe to say a benign read on
New US Home Sales Unexpectedly Dive As Housing Roller Coaster Continues
New US home sales tumbled in November, according to volatile data released ahead of the
A Famous Deflationist On What’s Next For Bonds
Remember when US Treasurys were on track for an unprecedented third consecutive annual decline? I
It’s Working: Fed Messaging, Stock Rally Juice Consumer Confidence
Suddenly, Americans feel great. That’s not true. They’re pretty miserable actually. But in the 2020s,
‘Prices Keep Marching Higher’ As US Home Sales Recover
US existing home sales actually rose last month, data out Wednesday showed. That (an increase
A Good Day For The Bank Of England
The Bank of England caught another break on Wednesday with an unexpectedly favorable UK inflation
New US Home Construction Suddenly Booms
If you’re looking for evidence to support the idea that the recent easing in US
Morale Improves In Wild US Housing Amid Steep Drop In Mortgage Rates
US homebuilders were in a slightly better mood this month, survey data released on Monday
‘Permanent Crisis Mode’: Germany Limps Out Of 2023 In Rough Shape
If you’re wondering whether the fiscal fiasco in Germany impacted the business outlook for the
Before The Ham And Eggnog
It’s the week before Christmas. The macro-policy docket isn’t exactly sparse, but interest and engagement
Easier Financial Conditions Spotted In US Services Sector
If you’re looking for evidence that the US economy may slip into recession imminently, it
Europe Slides Toward Recession As ECB ‘Enjoys The View’ From Rate Mountain
The ECB “definitely did not discuss rate cuts” this week, Christine Lagarde insisted, after the
Strong Retail Sales, Low Jobless Claims Clash With Fed Cut Narrative
Initial jobless claims dropped sharply and US retail sales topped estimates in a one-two data
The American Dream Has Never Been Less Affordable
Houses: People need them, but people can’t afford them. It’s a problem when you need
Doves Get Small Break With Benign Read On US Producer Prices
In an incrementally dovish development, US producer prices were flat last month from October, data
You must be logged in to post a comment.