Mind the revisions! Private sector hiring in the US was far slower than expected last
Category: economy
The Housing Market Is One Giant Antinomy
There are two ways to describe the US housing market. One says this remains among
Fine Print Throws Cold Water On Wild US Factory Rebound
“We are so back.” Factory activity in America picked up dramatically at the beginning of
US Jobs Trajectory Questioned Amid Partial Government Shutdown
As of this moment, right now, it isn’t entirely clear what, if any, impact the
American Mood ‘Collapses’
“Collapsed.” That’s the word the Conference Board used on Tuesday to describe the month-to-month change
Real US Home Values Keep Shrinking. Deal Cancellations Soar
Home prices are still rising in America, but real housing wealth contracted a sixth month
White House Gets Rare Reprieve From Marquee Macro Mood Poll
The Trump administration caught a rare break on the domestic economic sentiment front Friday, when
Since 1969: US Jobless Claims Average Nears Milestone
Another week, another rock-bottom — which is to say completely benign — read on US
China Just Had A Very Tough Year Economically
Late last month, Xi Jinping described 2025 as an “extraordinary” year for China economically. It
The Great Irony Of China’s Record-Low Birth Rate
Say what you will, but at least they escaped the Malthusian trap. Behind China’s much-ballyhooed
Builder Mood Worsens As Down Payment Burden Sidelines Home Buyers
Forlorn US homebuilders weren’t feeling any better about their plight as 2026 dawned. The last
A Word On Donald Trump’s Credit Card Crusade
The handwringing over Donald Trump’s credit card interest rate cap looks overdone and comically so.
US Retail Sales Solid, Wholesale Prices Benign
The Census Bureau finally got around to tallying US retail sales for November which is,
China’s $1.2 Trillion Trade Surplus Papers Over Deflation Crisis
The final numbers are in. When it was all said and done for 2025, China’s
BLS Hands Trump Decent Inflation Report
Well whaddya know, core inflation in the US was cooler than expected last month. Fancy
Potential Powell Indictment Casts Pall Over Inflation Data
To the extent the Trump administration’s concerned about restoring the market’s faith in the reliability
American Workers Screwed Like Never Before, Key Metric Shouts
Remember when labor, as an economic actor with clout, was back? No? Me neither, but
‘Vibecession’ Lives On As Poor Sentiment Belies Red-Hot GDP Tracker
“Kitchen table issues.” That’s what Americans are concerned about, not so much which Chavistas are
Trump Resorts To Gimmicks To Revive Moribund US Housing
It’s a good thing Donald Trump’s going to rescue the US housing market by “asking”
US Hiring Tepid After Sharp 2025 Slowdown
The first “clean” (that probably needs more scare quotes) read on the US labor market
Layoffs Soar, Hiring Plunges In Year One Of American ‘Golden Age’
I’ll start with the good news. Job cuts halved in the US last month versus
Trump Moves To Ban Private Equity From Housing Market
“I thought you were my friend!” shouted the private equity baron to the real estate
US Services Sector Heats Up As New Orders Soar
The US services sector’s doing just fine, thank you very much. On the heels of
Private Hiring Stabilizes In America
Good news: Overall private sector hiring in the US rebounded late last year as small
In American Manufacturing, It’s ‘Cold And Bleak’
The first of this week’s top-tier US macro data suggested America’s factories remained mired in
Macro Vs. Maduro: US Jobs Data Overshadowed By Geopolitics
This week’s news flow will be heavy on geopolitics for obvious reasons, but there’s quite
Xi Congratulates Himself On ‘Extraordinary’ 2025 For China
Congratulations to China. When all the math’s done and the meat thermometer confirms the books
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