Inflation updates from both the US and Europe top the macro agenda in the new
Category: economy
Germany At Risk Of Two-Year Stagnation Amid Court Ruling, Debt Charade
Germany is in a tough spot. Data released on Friday confirmed the world’s fourth-largest economy
Jobless Claims Continue To Vex Recession Calls
Jobless claims in the US steadfastly refuse to cooperate with, let alone corroborate, recession narratives.
The Homes Are As Scarce As They Are Expensive
Surprise! Existing US home sales fell again in October, data released on Tuesday showed. The
The S&P, The Economy And Joe Biden’s 2024 Odds
It’ll be all about sequencing for the S&P next year. That was one message from
Give Thanks
It’s a short trading week in the US, where Americans will gather with family members
New Construction Defies Dour Builder Sentiment In Distorted US Housing Market
New construction bucked the dour trend in homebuilder sentiment to post a surprise monthly gain
Housing Market Hopes Hinge On Fed Pivot As Builder Sentiment Falls Again
Homebuilder sentiment in the US dropped a fourth month to the lowest since December, an
Jobless Claims Add To Disinflation Narrative
Bond bulls and those anticipating a Fed pivot early next year were handed another piece
US Producer Prices Drop Most Since 2020. Retail Sales Better Than Feared
US retail sales were firmer than expected in October, data released on Wednesday showed, but
Rishi Sunak Gets A ‘Win’
Headline inflation in the UK plunged in October, data released on Wednesday showed. The moderation
Fed Blessed With Favorable CPI Report. Rate Hikes Seen Finished
Consumer prices in the US rose less than expected last month, this week’s marquee macro
Morgan Stanley Sees Narrow Path To ‘Perfect Landing’
Year-ahead outlook pieces from Wall Street are replete with references to a navigable but narrow
Stubborn To The Core
Inflation figures due out of the US this week will probably underscore the Fed’s contention
Inflation Demon Resurfaces As Consumer Psychology Deteriorates
The inflation demon isn’t yet fully exorcized from the US economy. University of Michigan sentiment
Is $1.1 Trillion In Credit Card Debt Finally Catching Up To Americans?
Americans have quite a bit of credit card debt. Maybe you heard. Maybe you even
‘Just No Need For A Recession’: Goldman Delivers Optimistic 2024 Macro Outlook
Goldman is pretty optimistic about global growth and (dis)inflation in 2024. That was the overarching
Albert Edwards Conjures Milton Friedman In Warning Of 2024 Bust
“Is the big surprise for 2024 going to be a cyclical deflationary bust?” Readers can
Mortgage Rates Plunge. Share Of Homes With Price Drop Hits Record
Fed officials, including Jerome Powell at last week’s post-FOMC press conference, have repeatedly cited elevated
The ‘Golden Path’
Fed officials trafficked in colorful language on Tuesday while describing recent events and opining on
It Ain’t Over Till It’s Over
I hope we’re not all supposed to get upset every time a central banker expresses
Key Fed Survey Suggests Marginal Improvement In Credit Conditions
Market interest in the latest vintage of the Fed’s senior loan officer opinion survey was
All Eyes On Bonds
The data docket is mercifully sparse across the world’s largest economy this week. That’s a
Doves’ Dreams Come True In October Jobs Report
The US economy added 150,000 jobs in October and hiring was slower than initially reported
US Services Sector Cooperates In Further Boon To Inflation Fight
It was only fitting that the last of this week’s deluge of top-tier US macro
Albert Edwards Weighs In On BoJ, ‘Bonkers’ US Fiscal Policy
Albert Edwards isn’t optimistic about… well, anything really, but this week he’s concerned about America’s
A Dovish Hat Trick?
US investors were treated to a dovish hat trick on Thursday, when data showed productivity
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