Breaking old news (there’s a joke there, don’t miss it): US home values rose at
Category: economy
Are Everyday People Catching Up To The Housing Bubble?
Surprise, surprise: Contract signings in America’s otherwise frozen resale property market posted another outsized advance
Bessent Floats Change To Fed’s Inflation Mandate
“Well, Martha, in case you don’t know, I’m actually a soybean farmer. So, I have
Epic Buyer’s Market Fails To Break US Housing Deadlock
If you were curious, there are still nearly 40% more sellers than buyers in the
Don’t Look For A Recession In US Jobless Claims
If the plunge in initial US jobless claims witnessed in and around Thanksgiving was a
K-Shaped Capex
Although the “K-shaped” macro motif’s a bit tired by now, it has a lot of
US Economy Grew Rapidly Ahead Of Shutdown
The US economy expanded at a — get this — 4.3% clip in Q3, according
Year One Of American ‘Golden Age’ Ends With Rock-Bottom Confidence
Post your best frustrated Trump memes. Roll out the “golden age” jokes. Recycle the “vibecession”
The Christmas Trade
It’s Christmas week, and you know what that means: Celebrating the birth of a modest
A Frustrated Trump Shows Desperation On Economy
On December 17, Donald Trump delivered a bizarre, prime time address to American voters. The
If You Simply Can’t Afford It, Nothing Else Matters
Earlier this week, I mentioned in passing that home listings in the US posted their
BLS Credibility Deficit Worsens As CPI Math Panned
Needless to say, the BLS didn’t do itself any favors in the credibility department with
US Inflation Suddenly Collapses In ‘Lucky’ Break For Trump
I don’t know what we’re supposed to make of Thursday’s inflation report from Donald Trump’s
Divided And Unpopular, BoE Resumes Rate Cuts As Joblessness Surges
You can thank “subdued economic growth and slack in the labor market” for a holiday
Tax Hike Goes Wrong As UK Youth Unemployment Soars
Ahead of what’s now a guaranteed rate cut from the Bank of England on Thursday,
The Most Convoluted US Jobs Report Ever
The US labor market’s sputtering. If you had to extract a takeaway — the overarching
Rich Americans Probably Still Spending, Government Suggests
Americans — I should probably say rich Americans — are still spending. Or at least
China Reports Retail Sales Disaster. Investment Decline Deepens
The Chinese economy put up an especially lackluster showing in November, according to data released
Long, Lost US Jobs Data, BoJ Hike Headline Packed Macro Docket
It’s a big week for US macro data. On Tuesday, the BLS will release a
China Readies ‘Largest-Ever’ State Semi Program With 500 Billion AI Plan
When it comes to industrial policy, no one does it quite like the Chinese. That’s
Walking And Chewing Gum
The policy rate’s in the neighborhood of neutral and having delivered 75bps of cuts since
China Discovers Cure For Deflation: Gold
I noticed people have given up trying to pretend China’s not shin-deep in a disinflationary
More Layoffs, Fewer Quits Add To Evidence Of Labor Market Cracks
There were 7.67 million job openings across the US economy on the last business day
Maybe Trump Does Have A Macro Plan For 2026
Over the weekend, in “Dead End,” I suggested The White House has no real plan
Middle-Class Should Do Well In 2026. The Poor, Not So Much
Good news for the middle-class in America. Statements like that should always be accompanied by
Trillion-Dollar Man
China’s export machine rumbled back last month after sputtering in October, a relief for an
What To Expect From 2025’s Final FOMC Meeting
A rate cut. That’s what to expect. Spoiler alert, I know. The Fed will deliver
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