A glaring policy disparity is emerging in the UK, and I don’t just mean between
Category: economy
R** And The Funniest Thing You’ll Read All Week
The topic du jour across markets and macro in October is the “breakage” discussion. Posed
Summers: It’s ‘Soul-Searching’ Time For Risky Economic Model
Mary Daly’s protestations aside, the Fed knows that continuing to hike policy rates in large
75 Minutes To Midnight
As you might imagine, the September jobs report was widely viewed as confirmatory for another
Good News Of The Bad Variety
The US economy added more jobs than expected in September, while the unemployment rate moved
Resilient, Stubborn Or Stagflationary?
US services sector activity was healthy in September, according to top-tier data released on Wednesday.
US Private Sector Added Some Jobs Last Month
US private sector employers added 208,000 jobs in September, ADP said Wednesday. It felt, for
The New ‘Now’ Zeitgeist
Policy pivot euphoria waned Wednesday, as investors and traders weighed persistent inflation and tough-talking central
‘Soft Landing’ Narrative Gets Its Lazarus Moment
Suddenly, the data is playing along. US job openings notched one of their largest monthly
Bad News Is Good News In US Factory Slowdown
The first of this week’s top-tier US data came in short of consensus, which was
Breaking News: More Terrible US Inflation Data
The good news is that the bad news was already in the price. Hopefully. Key
Europe’s Inflation Crisis Spirals Into Double-Digits
In news that’s every bit as disconcerting as it is unsurprising, inflation in the eurozone
Albert Edwards Has A Different View Of UK’s Historic Week
The ongoing crisis in the UK may not be all Liz Truss’s fault. I’m certainly
The Most Important Takeaways From A Bad News Week
The bad news is… everything, really. It’s not so much that there’s a “bull market”
US New Home Sales Stage Black Swan-Style Surge
Markets were treated to another black swan-type event Tuesday, courtesy of a wholly anomalous beat
Pace Of US Home Price Gains Downshifts Most Ever
Home prices posted a smaller-than-expected annual gain in July, according to one closely watched gauge,
Summers On UK: ‘I’m Surprised We Haven’t Heard From The IMF’
Don’t give Larry Summers an easy target. In the immediate (and extremely chaotic) aftermath of
Runaway Inflation In Europe: Does The ECB Even Matter?
In addition to a cacophony of policymaker soundbites, traders will be compelled to grapple with
Truss Plan Pushes UK To Edge Of Crisis
“Casino economics” that will “end in tears” with a possible run on the pound. That’s
Bank Of England’s Perilous High-Wire Act Continues
The Bank of England raised rates for a seventh consecutive meeting on Thursday, escalating a
Existing Home Sales Fall Again. US Homeowners Seen ‘Locked In’
Existing home sales in the US came in slightly better than expected for August, while
Germany Suffers Emerging Market-Style PPI Spiral
Producer prices in Germany soared last month. To the extent “soared” can be an understatement, consider
Plunging Permits Are Another Housing Canary
Housing starts rose far more than expected in the US last month, a development which,
Good Things Gone Bad
For the longest time, the case for a “soft landing” in the US revolved around
US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold
There’s “no sign” that America’s “housing recession” is abating. That’s according to Robert Dietz, chief economist
US Home Prices Are Destined To Fall
Mortgage rates in the US rose above 6% last week for the first time since
Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle
“A critical debate has emerged” around the outlook for the US economy and the Fed’s
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