When last I checked in on Jeremy Grantham, he was busy explaining that the S&P
Category: economy
Fed Unveils QT Parameters. ‘A Few’ Officials Warn On Credibility
“Many” Fed officials believed “one or more” 50bps rate hikes may be warranted at future
Russia Default Odds Hit 99% As Yellen Forces Ruble Payment
As expected, the US is moving ahead with additional measures against high profile Russians and
US Services Sector Heats Up. Inflation Pervasive
The US services sector was robust during the final month of the first quarter. Or
Clash Of The US Factory Surveys
In what the pessimists among you might fairly characterize as a somewhat foreboding development, the
Jobs Report Clears Path For Fed To Hike US Into Recession
The US economy added 431,000 jobs in March, the BLS said Friday. It was another
‘My Wallet Shrivels Just Writing This’: Euro CPI Shocker Elicits Incredulity
“That’s a big number.” “Those are pretty ugly prints.” Those (real) quotes give you a
US Housing Bubble Tested As Mortgage Rates Go Vertical
A few days ago, one regular reader ventured a quip about my (admittedly repetitive) characterization
America’s Spendthrifts Stare Down Inflation Dragon
Real personal spending fell twice as much as expected in the US last month, underscoring
In Germany, Inflation Just Flew Off The Charts
German inflation accelerated at the fastest pace in decades in March, preliminary figures released on
US Private Sector Hiring Was Robust In March
Private sector US employers added 455,000 jobs in March, ADP said Wednesday. It was a
As 2s10s Inverts, Dudley Says US Recession ‘Inevitable’
Two days ago, in “Fatalism Sets In As Curve Starts Recession Clock,” I wrote that
Wage-Price Spiral Beckons As Americans Quit By The Millions
Job openings barely budged and the quit rate rose in February, closely watched data out
Inflation Goes From ‘Nonissue’ To National Obsession In Six Months
A gauge of US consumer confidence improved in March despite — and I don’t know
Breaking: Fed Finds Cause Of Soaring Inflation
The Fed knows who to blame for the highest US inflation in a generation. Spoiler
Traders Await Crucial US Data As Biden Confronts Dismal Polls
A slate of top-tier US data greets market participants in the new week, as equities
Perfect Storm Brewing For US Housing Bubble
More cracks in the foundation. Pardon the pun. Again. Two days after data showed new
German Business Confidence ‘Nosedives’ In Record Collapse
“Sentiment in the German economy has collapsed,” Ifo President Clemens Fuest proclaimed on Friday. The
‘Largely Replaceable’: Putin’s Energy Is Expendable After All
As expected, the US and the EU announced a political accord aimed at freeing Europe
What Steve Mnuchin Saw
Most citizens in advanced economies aren’t accustomed to economic suffering. That’s a generalization, of course.
Ambiguous US Data Has Ominous Undertones
Mixed data provided little in the way of clarity as traders and investors pondered an
US Economy Expanding Rapidly, Alternative Facts Suggest
Not all the data was ominous. Preliminary US PMIs for March suggested the world’s largest
Will Soaring Mortgage Rates Pop US Housing Bubble?
If you like bad puns, call it another crack in the foundation. New US home
Treasury Selloff Accelerates As Hawkish Powell Bets On ‘Soft-ish’ Landing
“Powell’s hawkish comments ripple through markets,” one headline read, on Monday afternoon. This week was
US Retail Sales Decelerate As Gas Prices Surge
US retail sales rose 0.3% in February, data out Wednesday showed, an underwhelming performance that
Unmistakable Stagflation
US producer price inflation cooled a bit in February, good news, even as it’ll doubtlessly
Markets Skeptical Of Rosy China Data Amid ‘Complex, Grim’ Environment
Almost as a rule, markets are suspicious of China’s official economic data. There’s a fairly
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