Thank lower rates? Maybe. Probably. Sure. New construction data released ahead of the Fed on
Category: economy
‘Nervous Bulls’ Almost Certain Of Soft Landing
Cash levels ticked down and growth expectations rebounded tentatively from an eight-month low, helping to
US Retail Sales Leave FOMC Narrative Unchanged
Mercifully — because the Fed and traders scarcely needed any additional variables to incorporate while
The Fate Of The World
“It’s truly amazing how the fate of the entire world seems to rest on whether
Don’t Forget The Data
Don’t forget the data. It’s a big week for monetary policy, with the Fed set
Did China Just Lose The Growth Target?
How long before they stop reporting the numbers? I’m just joking. I think. But if
It’s Gotta Be 50, Jay: The Case For A Half-Point Fed Cut
“Hey, Jay. Why don’t you just get started?” Asking for Bill Dudley. With just days
America’s Inflation Worries Fade With Fed On Deck
At 2.7%, Americans’ year-ahead inflation expectations slipped to the lowest since December of 2020 early
Communist Embrace
“Common prosperity.” That’s what Xi Jinping’s ostensibly trying to promote and propagate in China. He’d
Producer Prices Warm Up, Jobless Claims Tick Higher In Disagreeable US Data
If hope still floated for a 50bps rate cut from Jerome Powell next week, Thursday’s
Goodbye 50?
While previewing this week’s US inflation update, I wrote that if you’re in the camp
Typical American Family Got Richer Last Year, Government Imagines
Do you feel richer? In real terms? Or in any other terms for that matter?
Great Leap Backwards
Different month, same contrast. The much-discussed divergence between China’s outbound shipments and imports was on
The Unfolding Tragedy Of Xi Jinping’s China
China could’ve ruled the world. All the government in Beijing had to do was pretend
Belle Époque
One’s a recovering alcoholic who still drinks wine “responsibly” and dreams of starting her own
US Inflation Update, ECB Rate Cut On Deck As Stocks Try To Recover
I’d say the size of the first Fed rate cut will be decided this week,
‘Decisive’ US Jobs Report Comes Up Inconclusive
Those looking for definitive answers to the myriad macro questions confronting investors and policymakers on
Mighty US Services Sector Thumbs Nose At Recession Narrative
The biggest part of the world’s largest economy held up in August, closely-watched survey data
US Private Hiring Cools Sharply As Job Cuts ‘Surge’
US private sector employers added fewer than 100,000 jobs in August, ADP said Thursday. The
US Jobless Claims Fall Again. Unit Labor Costs Rise Least In A Decade
If markets needed an offset for a weak read on US private sector hiring, jobless
1-To-1: US Labor Market Nears Normalization Milestone
Job openings across the world’s largest economy dropped to the lowest since January of 2021
What If Generative AI Isn’t The Revolution Nvidia Says It Is?
Jensen Huang lost $9.8 billion on paper in six hours this week. Don’t worry: He
America’s Factory Recession Rolls On
The first of this week’s top-tier US macro data came up short. A month on
It All Comes Down To One US Jobs Report
If you ask highly-paid forecasters, the US economy probably added 165,000 jobs in August. That’s
China’s Economic Woes Mount As Party Dithers
The Chinese economy’s a mess. I’ve run out of academic ways to say as much.
Fed Gets More Good Inflation News. Saving Rate Slips Below 3%
Consumer price growth on the Fed’s preferred metrics was benign last month, data released ahead
‘Government And Friends’
One bank sees recession canaries in the US jobs data. And I don’t mean the
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