With some lawmakers in Washington seemingly unconvinced that the economic situation facing Main Street is
Category: economy
Janet Yellen’s ‘Starving’ Americans Look On As Global Stocks Hit All-Time Highs
“I think the speaker is going to hold out until the end of September and
The End Of Urbanization? Sam Zell Says ‘Stop Hiding Out In The Hamptons’
Sam Zell is concerned about American cities. And you can probably guess why. Over the
Durables And Parlor Games
In what may (or may not) be another piece of incremental evidence to support what
Is There Hope For Global Trade Yet?
Global trade rose in June for the first time since December on a monthly basis,
As Housing Booms, Confidence Busts
In yet another sign that the US housing market is a “booming” bright spot in
Tasseography (Best Buy Edition)
Like Target and Walmart, Best Buy posted results that generally beat analyst estimates for the
Very, Very Well? Desperate Renters, Cash-Strapped Landlords Beg To Differ
“Most of the country is doing very, very well”, Donald Trump said Monday, speaking in
With Crucial Powell Speech On Deck, Consider This ‘Key Nuance’
For markets, the week ahead will likely be defined by what Jerome Powell says about
25% Of ‘Temporarily’ Laid Off Americans Will Become Permanently Jobless, Goldman Says
Questions around the scope of the structural damage dealt to the US economy in March
Deutsche’s Kocic On Risk Parity, Policy, And The Intrinsic Fragility Of The Entire Socioeconomic System
Earlier this month, I revisited the risk parity discussion as it relates to the viability
‘Now Booming’: US Economy Gets Good News As Slow Week Grinds To A Close
At least the PMIs are holding up. Following disappointing data out of Europe, where the
Certainly, Certainly Not
Two doesn’t make a trend, I suppose, but coming as it does after a miss
Jobless Claims Jump Back Above 1 Million In Bitter Disappointment
Last week, initial US jobless claims fell below 1 million for the first time since
Target CEO: Correlation Not Causation When It Comes To Free Money And Shopping
“It’s hard to understand what’s going to happen next week, let alone three or four
Walmart To Washington: When The Free Money Ran Out, The Spending Dropped
“Stimulus was definitely impactful to the consumer in the second quarter, and we’re watching what’s
‘Miserable’ Myths
It’s now widely (if begrudgingly) accepted that many developed nations are engaged in a version
Maybe We’re Already There (The ‘Story Out Of D.C.’)
“If there is one part of the narrative that leaves me feeling naked and afraid,
An Unequal Credit Boom For An Unequal Nation
“I have directed @stevenmnuchin1 to get ready to send direct payments to all Americans”, Donald
American Consumers Say Uninterrupted Growth Won’t Return For Five Years. Nobody Told Stocks, Though.
Overall, consumers are feeling about the same now as they were a few weeks back,
‘Raise Inflation Hedges Big Time’: Is The Genie Already Out Of The Bottle?
Who’s concerned about inflation on the heels of the biggest global demand shock in at
The Virus Strikes Back (Too Complacent)
Foreboding headlines around COVID-related travel restrictions put a dent in risk appetite Friday, as the
Retail Recovery Faltered In July, But Mixed Data Blunts Impact
For all the talk about a “V-shaped” recovery in the US economy, the only top-tier
China’s July Data Deluge Disappoints As Retail Sales Fall Again
The Chinese economy continues to exhibit signs of stabilization, but activity data for July released
Stalemates And Stagflation
“I don’t know”, Nancy Pelosi said Thursday, asked when she might sit down again with
Where’s The Rent Deflation?, Albert Edwards Asks The Bureau Of Labor Statistics
One of the many explanations rolled out when explaining the monumental ~54% surge in US
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