Have you heard the good news? There’s a Jesus joke there, but I’ve learned over
Category: economy
Albert Edwards Says AI Macro Doomsday Is ‘Here Right Now!’
SocGen’s Albert Edwards knows a thing or five about macroeconomic apocalypses, having predicted all of
Citrini’s AI Dystopia Story In 10 Easy Macro Points
While painstakingly reviewing the dystopian near-future novella that destabilized markets early this week, I wrote,
Real US Home Values Are Still Shrinking
Real home values in America just shrank for a seventh consecutive month. “Just” isn’t quite
Lipstick On A Pig
Could’ve been worse. Seriously. It really could’ve been worse. One of this week’s only two
‘A Real Mess’: US Consumers, Trade Partners Face ‘Pure Tariff Chaos’
“To be very frank, it’s a real mess.” So said Itsunori Onodera during an interview
Inflation’s Back In America. Not That It Ever Left
Inflation’s not tamed in America. The Fed knows it. Minutes from the January FOMC meeting,
Government Dysfunction Torpedoes US Economic Growth
The US economy expanded at just half the expected pace during the final quarter of
America’s ‘Jobless Boom’ Risks Becoming Techno Potemkin Village
Earlier this week, while editorializing around minutes from 2026’s first FOMC meeting, I said we’re
Another Day, Another Terrible Read On US Housing
If you were looking for signs of life in the US housing market, you won’t
‘No Landing’ Is Back In A Big Way
Don’t look now, but “no landing” has (very quietly this time) become the consensus global
The Great Human Capital Devaluation Is Upon Us
People. Who needs ’em? Not me. Or so I thought when I went into self-imposed
It’s Really, Really Rough Out There For Homebuilders
Guess what? Unaffordable housing’s weighing on consumer psychology in America. Imagine that: When shelter’s unattainable,
Americans Are Very, Very Worried About Their Jobs
Not to belabor the point or otherwise lampoon a man who doesn’t take especially well
Does The 90% Crash In US Jobs Growth Guarantee A Recession?
It’s a good thing payrolls are (allegedly, purportedly, suddenly) growing again in America, because if
Collapsing Competition Metric Reveals Rapid Pace Of American Monopolization
There’s a raging, secular bull market in analysis of US corporate dominance. Just when you
US Inflation Benign With One Glaring Caveat
Friday’s inflation report out of the US looked like a non-event at first blush, with
Home Sales Crash And Burn. Ice Storm Blamed
America’s foremost housing cheerleader is “disappointed.” It’s hard to blame him. At the (considerable) risk
China’s Still A Snowball
The Party in Beijing still has a lot of work to do warding off the
What To Make Of A Wild Jobs Report
Somehow, the US economy added 130,000 jobs in January, a veritable miracle relative both to
Americans’ Credit Card Balance Hits $1.3 Trillion
Congratulations to Americans: They managed to score new records both for overall credit card debt
American Consumers Slam On The Brakes
The US consumer’s stumbling. Or at least that was the message from the Commerce Department
Will Job Losses Spoil America’s ‘Goldilocks Plus’ Economy?
Who’s bearish on the world’s largest economy? Overtly bearish, I mean? Nobody. The answer’s nobody.
America’s Tarnished Statistics Agency Takes Center Stage
Barring another US government shutdown (don’t laugh: the situation inside the Beltway’s even more dysfunctional
Happy Or Sad? It Depends On The Size Of Your Portfolio
The Trump administration enjoyed some additional, minor relief on the consumer sentiment front Friday, when
Terrible Trio Of US Labor Market Updates ‘Dims Expectations’
All around bad. That’s an apt description of the trio of US labor market indicators
US Services Sector Steady, But Stagflation Lingers
The US services sector’s generally fine. In case you harbored any doubts on that front.
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