My advice to Kevin Warsh — not that he asked for it — is to
Category: economy
Xi Jinping’s Economy Just Had A Very, Very Bad Month
Exports. That’s all Xi Jinping’s economy has going for it. On Monday, apparatchiks at the
Summer Unofficially Begins With War, Ebola, Rates Panic
Summer, and the lackadaisical torpidity that often accompanies it, are right around the corner. In
The Big Squeeze
Thank God for the upper-half of the “K.” I mean, not in the sense that
The US Consumer Refuses To Crack
Nominal spending on gas and groceries rose in April in tandem with price increases for
Eyebrows Raised, Singed By Scorching Wholesale Inflation Report
“Can you hear me now?” asked the war. Wholesale inflation ran far faster than expected
Convoluted US Inflation Report Won’t Answer Any Questions
Uh-oh? Core inflation in the US ran faster than expected last month, the BLS said
Home-Buying Season In America Off To Slow Start
Existing home sales in America managed only the smallest of advances in April, the first
‘Matter Of When’: Core CPI, Real Spending On Borrowed Time
It’s inflation week in the US, where the BLS’s headline, all-items price gauge is likely
Mission Impossible
A week ago I asked if market participants should take Kevin Warsh at his word
Trump Beats His Own Dubious ‘Vibecession’ Record
A US recession’s nowhere in sight, or at least not according to government and private-sector
US Jobs Report Doubles Up Consensus
Headline US hiring slowed last month from March’s brisk pace, but nevertheless managed to double
AI’s Taking A Bigger And Bigger Bite Out Of Payrolls
The message from Thursday’s monthly update on US job cuts was unequivocal: AI’s impacting tech-company
Unfazed By War, US Private Sector Adds Most Jobs Of ‘Trump 2.0’
Private-sector hiring in the US was the strongest last month since January of 2025, ADP
US Hiring Soars Most In 25 Years. Allegedly.
An otherwise forgettable BLS update on job openings in the US showed a big uptick
Price Pressure Is Never-Ending Blight For US Service Providers
Well, that’s convenient. The marquee gauge of business activity across the biggest part of the
Should We Really Take Kevin Warsh At His Word?
“He testified very strongly to that effect, and I’ll take him at his word.” So
Two Things, Three Charts
When we channel James Carville to declare “It’s the economy, stupid,” what we’re really saying
Factory Price Index Continues Skyward On Energy Crisis
US manufacturing activity spent a fourth consecutive month in expansion territory, helped along by an
US Consumer Resilient, AI Spending Robust, GDP Release Shows
The US economy rebounded in Q1 following a slowdown associated with the prior quarter’s government
Powell Era Ends With Subtly Intriguing Fed Statement
The Fed kept rates on hold Wednesday, as expected, amid ongoing uncertainty around the war
US Business Investment, Residential Construction Soar
Macro watchers were treated to a double dose of upbeat reports on the state of
Smile. It’s Just A War.
Somewhat surprisingly, the US consumer mood held up in April despite what Conference Board chief
Data Deluge Meets Tech Earnings, FOMC In Blockbuster Week
This has the potential to be a lively week on the macro-market front, even without
‘Labor Crisis’ Warnings Rekindled By Tech Job Cuts
You wouldn’t necessarily know it to look at the headline hiring numbers — although payroll
Wealth Effect? Check. Jobs? Check — For Now
The wealth effect for the rich, jobs for everyone else. If you think that’s the
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