Could’ve been worse. I’ll say that much for it. I realize that’s the same assessment
Category: economy
China (Still) Making $500 Million An Hour On AI-Driven Export Boom
With the high-tech arms race in full throttle, scarcely anything else matters. That’s a lesson
War Fallout: US Inflation Seen Topping 4%, ECB To Hike Rates
Two things: US inflation data and an ECB rate hike. Those are this week’s marquee
The ‘Real’ Fed Story
If inflation’s falling and central banks don’t cut rates, what happens? Well, the real policy
US Labor Market Strongest In Two Years
I’m not sure we need those rate cuts, Kevin. The US economy added 172,000 jobs
Sell Signals And CPI Sirens
For the third consecutive week, a popular Wall Street composite measure of investor sentiment registered
Kevin Warsh, R-Star And The AI Capex Boom
What if the neutral rate’s higher now? R-star’s an esoteric topic, but it was front
AI Now Most-Cited Reason For Layoffs
AI is now the most-cited reason for US employers cutting human jobs in 2026. That
Biggest Part Of US Economy Heats Up As Summer Nears
Another top-tier (or close-to-top-tier) US macro datapoint, another beat. The marquee gauge of activity in
Private Sector Adds Most Jobs Of ‘Trump 2.0’
US private sector employers hired in May at the fastest pace of any month during
Meanwhile, In US Housing…
Down payments have stabilized and all-cash deals are dwindling, signs of a cooling US housing
Kevin Warsh’s Rate-Cut Hopes Get A JOLT
Vacancies! Apply within. There were 7.618 million job vacancies across the US economy on the
Is American Manufacturing Really ‘Back’?
The first of this week’s top-tier US macro releases painted an upbeat picture of an
It Takes A (Potemkin) Village
It’s jobs week in the US, where overall employment probably expanded in May at a
War-Torn: US Saving Rate Plunges As Annual Inflation Soars
Underlying, monthly (note the emphasis) inflation was cooler than expected across the world’s largest economy
$117,000 Or Homeless
Has your income, or your household’s income, doubled over the last half a dozen years?
Tragedy Strikes As Americans Cut Back On ‘Want’ Buying
Household views of current US economic conditions slipped in May and a measure of expectations
Inflation, Hikes And Hawks
The holiday-shortened US trading week offers a hodgepodge of relevant macro releases, although nothing with
The Worst Consumer Sentiment Report Ever. Again.
Gosh. Golly gee. Whodathunk. For at least the third time during his second term, Donald
Single-Family Home Construction Plummets
New residential construction activity in the US decelerated last month, data released on Thursday showed.
War Triggers Fastest US Mortgage-Rate Spike In Years
Not surprisingly, and as tipped here last week, US mortgage rates posted another sharp increase
Kevin Warsh Should Tell Trump The Truth
My advice to Kevin Warsh — not that he asked for it — is to
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
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