Reasonably strong activity data out of China was enough to bolster global risk appetite on
Category: economy
‘Collapse’ Art: De-Urbanization Reimagined
One might fairly question some of the more dire predictions about the extent to which
Amid Summer Stock Storm, A Dove Yawns
Barring some kind of truly dramatic, nightmarish spiral in risk assets on Monday and Tuesday,
Inflation Prep With Kevin Muir And Koyfin CEO Rob Koyfman
There is perhaps no more vociferous debate in the always exciting world of macroeconomics than
Inflation Comes In Hot For Second Month As Markets Appraise Fed’s Policy Shift
You might recall that core inflation rose the most since 1991 in July, an anomalous
Risky Business
US equities careened about in choppy trading on Thursday, before ultimately closing sharply lower amid
‘I Thought This Was Supposed To Last!’ Extra Jobless Benefits Dry Up
“The Montana Department of Labor & Industry today was informed in a call with the
Jobless Claims Point To Unhappy Equilibrium
Hopes for additional virus relief from Congress faded this week, with the GOP’s “skinny” bill
Biden Fiscal Platform ‘Not A Manifesto On Modern Monetary Theory,’ JPMorgan Says
Ted Cruz on Wednesday said he doesn’t think Congress is going to pass another stimulus
Dystopia Revisited: ‘Central-Bankism’ And ‘The Next Normal’
It’s with varying degrees of success that I’ve endeavored to explain to casual readers what,
Volatility The Wayward Traveler (Unemployment Abyss 2045)
Perhaps the most important thing to understand about the societal unrest that continues to play
Permanent Job Losses Surged In August (And Other Reality Checks)
And now for the bad news. As is customary in the post-pandemic reality, a quick
August Jobs Report Puts US Nearly Halfway To Recovering Pandemic Losses, Unemployment Rate Drops
Evidence on the US labor market was mixed coming into August payrolls on Friday. Jobless
Attention-Deficit Disorder
On Thursday, investors received a decidedly unwelcome reminder that stocks can (and will) occasionally fall,
881,000 (Newly ‘Adjusted’) Jobless Claims — That’s What ‘Good’ Is In 2020
The legislature is suffering from a particularly acute bout of paralysis, above and beyond the
ADP Misses By A Mile, Clouding Outlook For August Jobs Report
Given ADP’s recent track record vis-à-vis NFP, I suppose it would be foolish to put
First World Problems
Predictably, the euro pulled back Wednesday after Philip Lane emphasized that the currency “does matter”
Economy Booming, Says Numbers
“The recovery is on track”, they’ll say, if they haven’t already. The market easily cleared
Lagarde’s Trial By Fire Continues As Europe Sinks Into Deflation
Europe had its first brush with deflation in four years in August, as the effects
Warren Buffett Goes Sogo Shosha
Japanese stocks outperformed to start the new week as news of Berkshire’s $6 billion stake
Redundancies
In “Gods“, I described an inegalitarian market that not only reflects, but also feeds, an
Coffee Grounds
I’ve no need to venture off the proverbial “grounds” for coffee. Over the years, I’ve
Pulse Check
Markets have been subjected lately to a deafening cacophony of viewpoints around whether and to
‘Historic Fed Shift’ Was A Good Headline While It Lasted
“We’re going to try to make up for past misses, but it’s going to be
One Year Later, Fed Formally Adopts Alexandria Ocasio-Cortez Approach To Employment
“I’ve been seeing lately that economists are increasingly worried that the idea of [the] Phillips
Jerome Powell’s Big Reveal: ‘Flexible Average Inflation Targeting’ Is Here
As expected, Jerome Powell used his address to this year’s virtual Jackson Hole symposium to
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