Hot on the heels of hawkish BoE communications which destabilized the UK front-end, stoking still more
Category: economy
Wholesale Inflation Rose Sharply Ahead Of Iran War
Look out: Wholesale price growth in the US came in warm for a third consecutive
It Could Be Worse…
With inflation still elevated (and poised to rise, at least on a headline basis and
Thawing Dragon
It’s an afterthought amid a mideast melee that’s poised to dominate every headline for a
Mideast Wars, High Gas Prices Still Unpopular (Who Knew?)
Consumer sentiment among American households might’ve improved again this month were it not for the
US Economy Gets Sharp Downgrade In Stagflationary GDP Update
The US economy expanded at just half the initially-reported pace in Q4, the BEA said
Cool Inflation Report Is Old News In Hot War
Wednesday’s US inflation update from the outfit formerly known as the world’s preeminent statistical organization
In US Housing, A Faint Pulse. But That’s It.
Well whaddya know, the resale US housing market evidenced a pulse in Tuesday’s update on
Terrible Jobs Report Piles More Pressure On White House
Somebody’s fired, and I don’t just mean the 92,000 people who fell off a payroll
A Productivity Renaissance, But At What Cost?
There are two ways you might frame preliminary productivity and cost data released on Thursday
US Economy Lost Jobs Last Month, Alternative Facts Say
If you ask Revelio Labs, the US economy lost jobs last month. I’d suggest the
Layoff Pace Slows In America, But War Fog Clouds Outlook
After a staggering spike to start the new year, job cuts across the US economy
Goldilocks Makes Surprise Cameo In US Services Sector
The US services sector’s heating up. That was the message on Wednesday from a barnburner
White-Collar Job Losses Approach Quarter Million In 10 Months
Humans aren’t completely redundant just yet. Only those with skills who wear ties to work.
Key Factory Price Metric Soars Most Since 2020
Surprise! I’m surprised anyway. Activity across the US manufacturing sector managed to expand for a
Uh-Oh! Trade Service Margins Soar Most Ever In PPI Scorcher
It was hot in January. It usually is in the US post-pandemic. I’m referring to
Have You Heard The Good News?
Have you heard the good news? There’s a Jesus joke there, but I’ve learned over
Albert Edwards Says AI Macro Doomsday Is ‘Here Right Now!’
SocGen’s Albert Edwards knows a thing or five about macroeconomic apocalypses, having predicted all of
Citrini’s AI Dystopia Story In 10 Easy Macro Points
While painstakingly reviewing the dystopian near-future novella that destabilized markets early this week, I wrote,
Real US Home Values Are Still Shrinking
Real home values in America just shrank for a seventh consecutive month. “Just” isn’t quite
Lipstick On A Pig
Could’ve been worse. Seriously. It really could’ve been worse. One of this week’s only two
‘A Real Mess’: US Consumers, Trade Partners Face ‘Pure Tariff Chaos’
“To be very frank, it’s a real mess.” So said Itsunori Onodera during an interview
Inflation’s Back In America. Not That It Ever Left
Inflation’s not tamed in America. The Fed knows it. Minutes from the January FOMC meeting,
Government Dysfunction Torpedoes US Economic Growth
The US economy expanded at just half the expected pace during the final quarter of
America’s ‘Jobless Boom’ Risks Becoming Techno Potemkin Village
Earlier this week, while editorializing around minutes from 2026’s first FOMC meeting, I said we’re
Another Day, Another Terrible Read On US Housing
If you were looking for signs of life in the US housing market, you won’t
‘No Landing’ Is Back In A Big Way
Don’t look now, but “no landing” has (very quietly this time) become the consensus global
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