Xi Jinping wants foreign investors and corporates to believe China’s still a good place to
Category: economy
Please God, No Stagflation
Markets head into the new week still stressed after one of the more turbulent stretches
About That Recession…
I suppose this goes without saying, but just in case: You’re not going to be
Overhyped US Jobless Claims Update Produces No Fireworks
There was high drama around Thursday’s jobless claims update in the US. The justification for
US Mortgage Rates Plunge, Fanning Talk Of Late-Summer Housing Thaw
Stressed out, would-be American homeowners packed like sardines into cramped apartments with their spouses and
Bank Of Japan Apologizes For Blowing Up Global Stock Rally
Sorry about that. So said influential BoJ deputy governor Shinichi Uchida, only not quite in
Chaos Reigns As US Curve Dis-Inverts, Market Pleads For Emergency Fed Cut
The US 2s10s curve dis-inverted on Monday, however briefly. Amid a bout of extreme global
US Services Sector Argues Against Recession Narrative
If you could get past the deluge of dire headlines on Monday, there was some
#Sahm Sparks Market Pandemonium
If there was a silver lining in an otherwise bad week for equities and risk
Trigger Warning! Sahm Siren Blares Across Markets
The US economy added far fewer jobs than expected in July and the unemployment rose,
Should’ve Cut! US Manufacturing Waylaid As Jobs Gauge Plunges
The Fed should’ve cut rates this week. I’m just kidding. But that’s what some folks
Fed Doves Get More Evidence As Jobless Claims Jump, Labor Cost Growth Slows
Market participants already convinced of a September rate cut from the Fed were handed more
A Balanced Assessment
“A cut could be on the table at the September meeting,” Jerome Powell said Wednesday,
Fed Gets More Good News As Key Comp Cost Measure Recedes
The rate of compensation cost increases was slower than expected in Q2, a closely-watched update
Labor Market ‘Playing Along’ With Fed, ADP Update Suggests
Private sector employers in the US added 122,000 jobs in July, ADP said Wednesday. That
Kamala Harris Needs To Change The Economic Narrative
“Even though consumers remain relatively positive about the labor market, they still appear to be
Bartender, Waitress Hiring Plunges In Otherwise Constructive US Labor Market Appetizer
Job openings fell in the US last month, but not by as much as economists
Former Bond Fund Manager Wonders Why Americans Don’t Just Buy A House Already
If you’re sitting on your hands waiting for a better time to buy a home,
‘Sick Man’ Germany Blights Decent Eurozone Growth
The sick man’s still sick. Europe’s largest economy contracted on both a QoQ and YoY
Buckle Up: A Monumental Week For Macro Watchers Looms
This’ll be a huge week on the macro-market front. There’s a Fed meeting, of course,
BoE And BoJ In Focus On First Cut, Second Hike Speculation
The Fed’s not the only central bank game in town this week. In fact, the
It’s Nice To Own Stocks
If you were wondering, the final read on University of Michigan sentiment for July (released
Fed’s Preferred Inflation Gauges Generally Cooperate Ahead Of FOMC Meeting
The Fed’s preferred price gauges came in mostly as expected in this week’s final top-tier
Recession Spotters Frustrated Again As US Economy Outperforms
The US economy expanded at a much brisker pace than expected in Q2, according to
They’re Starting To Panic In China
There’s a little bit of panic going on in Chinese policy circles. When the PBoC
New US Home Sales Fall Again As ‘Skittish’ Buyers Balk
A day on from another lackluster read on existing home sales in the US, government
In America, Goldilocks. In Europe, Slowcession
The fortunes of America’s services providers and factories diverged markedly in July, according to preliminary
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