Friday’s update on consumer sentiment was an uneventful affair. Americans’ perceptions of the economy and
Category: economy
PPI Overshoots In Disappointing Follow Up To Favorable CPI Report
In a minor blow to the US disinflation narrative, producer prices rose more than expected
September Fed Hike Unlikely After Second Benign CPI Report
US consumer prices rose in line with expectations last month, according to the most important
A.I. Meets R-Star
Not everyone’s convinced that generative A.I. is the future. While most analysts and economists readily
Unlucky Number 7: Mortgage Rates Jump After Fitch Move
Thanks Fitch! US mortgage rates sport a seven-handle again, and you can thank, in part
Xi Has Deflation
Deflation is a taboo topic in China. You’re not supposed to talk about it. Especially
Congratulations, America! You Now Have $1 Trillion In Credit Card Debt
Congratulations, America! You now have $1 trillion in credit card debt for the first time
Excuses Aside, China’s Economic Gloom Continues To Worsen
There was more disappointing economic news out of China on Tuesday. No one should be
Americans’ Revolving Credit Falls First Time In 25 Months
Last month, I asked if the US consumer was “finally exhausted.” I was editorializing around
Inflation Update, Treasury Auctions In Focus After Fitch Whirlwind
Still reeling from last week’s whirlwind, bond traders’ focus will turn to US inflation data
US Labor Market Cools, Wages Warm
The US economy added just 187,000 jobs in July, Friday’s closely-watched government report showed. Revisions
The Yield-Curve Control Endgame
I’m reluctant to indulge discussions about US debt and deficits. Everyone is ready and willing
Is America’s Services Motor ‘Sputtering’?
US services sector activity expanded in July at a modest pace, data released on Thursday
Fed Gets More Good News In Under-The-Radar Macro Release
US labor productivity rose the most in almost three years in Q2, data out Thursday
America Still Hiring At Breakneck Pace Apparently
For the second month in a row, ADP’s report on private sector hiring in the
Fed’s Soft Landing In Limbo After Ambiguous Job Openings Report
There were 9.582 million job vacancies across the US economy on the last business day
America’s Factory Malaise Ongoing, But No Worse
Activity in the beleaguered US manufacturing sector contracted a ninth month in July, according to
Fed’s Loan Officer Survey Anticlimactic. Again.
Market interest in the July vintage of the Fed’s senior loan officer opinion survey was
Europe Vexed By Intractable Stagflation
Christine Lagarde’s noncommittal approach to future monetary tightening was validated Monday by mixed top-tier data.
Is The US Macro Bear Case Dead? Yes And No.
Is there any hope left for a macro bear case around the US economy? It’s
Summer Jobs
This week won’t feel quite as crowded as last, but the data docket is nevertheless
Chasing US Exceptionalism
The “US dollar exceptionalism” narrative comes in many flavors, just like its political counterpart, “American
Fed’s Favorite Wage, Inflation Measures Both Cool
The Fed’s preferred measures of compensation costs and inflation came in softer than economists expected,
German Economy In ‘Twilight Zone’ Overshadows Better News In France
The world’s fourth-largest economy was stuck in limbo during Q2, data released on Friday suggested.
‘Goldilocks!’ Shouted The World’s Largest Economy
The US economy expanded at a much brisker pace than expected in the second quarter,
Powell Leaves Markets With More Questions Than Answers
Policymakers are taking a meeting by meeting approach to assessing the need for additional rate
New US Home Sales Slip. Prices Off Highs, But Still Onerous
New US home sales fell for the first time since February, mixed data released on
You must be logged in to post a comment.