There was “nasty” inflation news on Wednesday and it prompted a “huge” move in bond
Category: economy
Fed Chatter, UK Inflation In Focus Amid Sparse Macro Calendar
The first thing you should know about the week ahead is that the list of
Xi’s ‘Two-Speed Recovery’ Is Another Geopolitical Flashpoint
The Chinese economy’s in a pretty tough spot. Maybe you noticed. Sweeping measures unveiled Friday
China Drops Mortgage Rate Floor, Rolls Out Home-Buying Scheme
China’s finally getting serious about rescuing the country’s beleaguered property market. On Friday, more than
US Homebuilders Are Out Of Patience
Given the trajectory of US homebuilder sentiment (which stalled in April and deteriorated in May),
Statistics Bulletin Makes Headlines
Mind the fifth decimal place! Parse the nuance! Run the whole thing through a supercomputer!
When You Lose The Consumer…
Last month, Americans spent more on flatscreens, lumber, watering cans, groceries, gas, clothes and restaurant
Imagine A World
Imagine a world where Fed officials were required to say something new, or at least
Fed Suffers Another Setback
Bad news, everybody: US producer prices rose far faster than expected last month, a development
Attenuated Progress
Americans’ near-term inflation expectations are drifting higher again. That’s not the best news. Inflation’s in
US Inflation Update Takes Center Stage In New Week
The macro docket’s not exactly “crowded” this week, but there’s enough on the schedule to
Dictatorial Data
Chinese macro releases are a bit of a rabbit hole. Beijing leaves a lot to
US Consumer Sentiment Plunges
The mood among US consumers darkened considerably in early May, this week’s only top-tier US
The Sky’s Falling
Unfurl your “Sky Is Falling!” banners. Dredge up your best recession hyperbole. And most importantly,
Rate Relief No Consolation For America’s Priced-Out Homeowner Hopefuls
Guess what? The cost of financing half-million-dollar, wooden boxes over three decades fell appreciably last
Did Americans Just Put Away The Credit Cards?
Is the incorrigible American spendthrift finally exhausted? I don’t know how many times I’ve posed
Data Void Leaves Traders In Limbo
There’s very little on offer in the way of fundamental macro inputs this week. In
Yelling ‘Stagflation!’ In A Crowded Theater
Don’t celebrate just yet. Investors were all set to bid up equities following a “Goldilocks”
Jobs Report: Goldilocks Is In The Eye Of The Beholder
Goldilocks or bust. The US economy added 175,000 jobs in April, the BLS said Friday
US Labor Costs Jump, Productivity Underwhelms In Bad Inflation Omen
In an incrementally discouraging development for US policymakers, the first estimate of Q1 labor productivity
Stagflation!
The marquee gauge of US factory activity slipped back below the threshold separating expansion from
US Labor Market Bulletproof As Private Hiring Strong Again
Private sector employers in the US added nearly 200,000 jobs in April, ADP said Wednesday.
There’s A Storm Coming, Mr. Wayne
Homes. People need them, but people can’t afford them. That rather unfortunate state of affairs,
Consumer Confidence Crumbles In Blow To Biden As Election Nears
Perceptions of the US economy darkened a third month in April pushing a key gauge
Nail In The Coffin: Hot Comp Costs Rule Out Fed Cuts
Bad news for doves: A key gauge of employment costs watched closely by Fed officials
Flood Of European Macro Data Is Giant Waste Of Time
Inflation in Europe was “stable” this month and the bloc’s economy managed a respectable growth
Treasury Surprises With Borrowing Estimate Overshoot
Market participants expecting high drama from Treasury’s financing estimate on Monday were left wanting. Headed
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