Fed liftoff isn’t the only thing on the docket in the new week, although it’s
Category: economy
Main Street Never Wins
One of the defining features of the post-Lehman era was the glaring juxtaposition between massive
‘Drags From The War’: Goldman Slashes US Growth Outlook
The war in Ukraine will weigh on the US economy this year, increasing the odds
Americans Most Pessimistic About Finances Since ‘Mid-1940s’
Consumer sentiment in the US sank to a new decade low and inflation expectations jumped
‘Americans’ $40 Trillion Richer Since Pandemic, Fed Imagines
American “households” became $5.3 trillion richer during the final three months of 2021 (figure below),
US Inflation Matches Estimates, But Details Disastrous
US consumer prices rose sharply in February, but no more than expected, offering markets a
‘I Quit,’ Said 4.3 Million More Americans
There were 11.263 million job openings in the US economy on the last business day
Goldman Sees Risks To US Economy From Ukraine War
“The growth drag from oil prices alone is about 0.2pp based on the move so
Strong US Jobs Report Comes With Wage Conundrum
The US economy added far more jobs than anticipated in February, the government’s report showed.
Ambiguous US Data Lost In Fog Of War
215,000 Americans filed for unemployment benefits in the week to February 26, the government said
Small Businesses Fall Behind In Desperate Search For Labor
US private sector employers added 475,000 jobs in February (figure below), 100,000 more than consensus
US Factory Surveys Hold Up, But Ukraine Impact Not Captured
US manufacturing activity held up in February, the first of this week’s high profile economic
Marquee US Data Argues Against Recession, For Fed Hikes
This week’s marquee data out of the US showed a resilient consumer and elevated inflation,
Meanwhile, Inside America’s Epic Housing Bubble…
Who cares about the data at a time like this?! Nobody, is the answer. Nevertheless,
It Wasn’t Priced In
Losses continued to pile up for US equities on Wednesday amid a deluge of dour
Americans: A ‘Relatively Confident’ Bunch
Take it with a grain of salt. US consumer confidence held up reasonably well in
Different Day, Same Story
A hodgepodge of second-tier US economic data released Thursday offered nothing definitive. Initial jobless claims
East-West Divide
It’s hard to know what’s worth highlighting these days when it comes to inflation in
‘I’m Not Dead Yet,’ Shouted The US Consumer
“I’m not dead yet!”, shouted the US consumer. Retail sales rose more than expected in
Huge PPI Overshoot Suggests Inflation Isn’t Moderating
US producer prices rose far more than expected in January, closely-watched data out Tuesday showed.
Algos And Comedians
Days like Monday underscore the abject futility of attempting to trade tactically in an environment
‘Stunning’
Consumer sentiment collapsed in early February, the preliminary read on the University of Michigan’s gauge
Joe Biden Needs To Be Honest About The Economy
I have to admit, I’m not enamored with the spin the White House is putting
Biggest GDP Gift May Be ‘Potentially Calamitous’ Curse
Following an optically impressive advance read on Q4 GDP, I wondered (aloud) if the US
‘Hard To Fathom’ Jobs Report Adds To Fed Mystery
Given the roller coaster markets have been on, it was only fitting that the most
Blockbuster Jobs Report Caps Dizzying Week For Traders
The US labor market defied dour predictions for job losses in January, government data out
Meanwhile, In The World’s Largest Economy…
On a day when headwinds for risk assets were many, investors were spared additional deterioration
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