It’s one of “those” weeks on the US macro front. By that I mean the
Category: economy
Fed Dodges Bullet In ‘Could’ve Been Worse’ Inflation Report
Personal spending was stronger than expected last month and core inflation remained stubborn, the last
Not Goldilocks: Core Inflation Overshoots In Mixed US GDP Report
The US economic expansion slowed meaningfully over the first three months of 2024, data released
Super Hot ‘Supercore’ Torches 2024 Rate Cut Odds
About those rate cuts. They aren’t coming. Not from the Fed. Not soon. The advance
US Mortgage Rates Trek Higher, Squeezing Buyers Anew
Mortgage rates. They’re high. Or at least they surely seem that way to aspiring homeowners
America’s Housing Market Is A Sad Punchline
New homes. They’re expensive, chintzy, hastily-built and typically arranged in dystopian, crowded rows, such that
PMIs Point To Services Sector Job Losses, Rekindled Goods Inflation
Activity across the implacable US economy nearly stalled early this month, data released on Tuesday
US Home Prices Scale New March Record As Affordability Crisis Spirals
Existing home sales retreated as expected in March, snapping a two-month run of gains. That’s
Albert Edwards Says China’s Deflation Problem Needs More Attention
If you ask SocGen’s Albert Edwards — a man who knows a thing or five
6% Services Inflation Vexes UK As Sunak Looks For ‘Feel-Good’ Rate Cuts
Sticky inflation’s not just a US problem. Services sector price growth in the UK remained
Awful New Construction Data Underlines Enduring US Housing Dilemma
The US housing market remains stuck in a kind of limbo. The pace of new
China GDP Beat Marred By Woeful Retail Sales Miss
The good news is, the Chinese economy expanded more quickly than anticipated in Q1, if
US Economy Hot As A Pistol, Retail Sales Beat Suggests
The neutral rate’s higher! Shouted a very strong read on US retail sales to a
China GDP Unveil Tops Macro Agenda As Traders Eye Geopolitics
Headlines will revolve around geopolitics in the days ahead for obvious reasons, but a crowded
War, Dissolution Cast Long Shadow On IMF, World Bank Meetings
Recent events have exposed the multilateral institutions tasked with facilitating and preserving global peace and
The Village
The sarcastic derision in macro-market circles is pretty heavy these days. I’d be inclined to
‘Frustrated’ Americans Mark Up Their Inflation Outlook. Again.
We’re going to need another revision. The marquee gauge of US consumer moods came up
Red Flags: Woeful China Trade Figures Underscore Litany Of Concerns
You can shelve your bullish China macro calls. On the heels of another concerning read
Maybe There’s A God After All: US PPI Cools After CPI Scorcher
Mercifully for a US rates complex struggling to price a wholesale rethink of the likely
Deflation Demon Returns For China After One-Month Reprieve
Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
Throat Punch: Fed Plans Derailed As CPI Torches Doves Again
Bad news! Underlying inflation in the US overshot expectations for a third consecutive month in
Joe Biden Has A Small Business Problem
Small businesses in the US are feeling pretty glum these days. That’s bad news. As
Quietly Bad: NY Fed Survey Sends Ominous Signals
If you’re the type who tracks each and every incoming macro release out of the
US Inflation Cliffhanger Headlines Big Week For Markets
It’s CPI week in the US. [Insert ominous cliché] Wednesday’s release isn’t the last inflation
ECB, China, Bernanke BoE Review Top Global Macro Agenda
An update on US inflation and the start of earnings season for corporate America will
Another Barnburner: US Labor Market Steams Ahead
Stop me if you’ve heard this intro before: The US economy added far more jobs
Key US Services Price Gauge Falls To Four-Year Low
Markets needed an offset on Wednesday. According to ADP, the annual rate of pay growth
You must be logged in to post a comment.