Guess what? US home prices are at record highs. Oh, you already knew that? I
Category: economy
Kolanovic, JPMorgan See ‘Ominous Signs’
“Ominous signs.” Marko Kolanovic sees them. It’s been a long 18 months for bears. I’d
US Inflation Update In Focus As Stocks Gun For More Records
It’ll be a fairly busy week on the US macro front. An update on the
Smash Burgers
Existing home sales held up better than expected last month in the US, but nevertheless
US Economy Stuns Again While Europe Falters
US economic activity picked up further in early June, preliminary PMIs released on Friday showed.
In US Housing, A Builders’ Strike?
You can argue with home builders all day about whether they’re correct to insist that
Continuing Claims May Prod Powell Into Rate Cuts
US jobless claims slipped in the week to June 15, Thursday’s update showed. Initial filers
Rate Cuts To Cool Inflation? Home Builders Say Yes
US home builder sentiment deteriorated to the worst levels of 2024 in June, according to
Rishi Gets 2%
Say congratulations to the UK: Inflation’s back to 2%. Headline CPI matched the Bank of
Solving The Mystery Of America’s Dueling Jobs Surveys
There are any number of burning questions one could pose vis-Ã -vis the US labor market,
Goldman’s Hatzius Sees Tipping Point For US Labor Market
Everyone was wrong except Goldman. Goldman and Chris Waller. That’s not exactly how Jan Hatzius
US Shoppers Balk At High Prices
Retail sales in the US rose less than expected last month, this week’s only top-tier
It’s (Still) Not Going Well In China
It’s not going well in China. Still. It’s still not going well in China. Beijing
Two Weeks In One
One way or another, this’ll be a two-day week for a lot of US market
Bad Vibes Continue In America Despite Record Stock Prices
US consumer moods deteriorated a third month in early June, the preliminary read on America’s
Fed Hawks Frozen As Producer Prices Fall, Jobless Claims Leap
There was more favorable inflation news out of the US on Thursday. 24 hours after
Save The Date
Jerome Powell was composed on Wednesday during what, at times, felt like a somnolent back
Hallelujah!
“It goes like this, the fourth, the fifth The minor fall, the major lift”… Hallelujah!
China Can’t Shake Deflation Demon
Guess what? China still has a domestic demand problem. And the deflation demon’s not banished.
A Tale Of Two Economies
Morgan Stanley’s Mike Wilson told a familiar story on Monday. I won’t spend too much
Inflation Jokes
Five and a half hours before the June FOMC decision (or maybe more, depending on
What To Expect From The June FOMC Meeting
It wasn’t so long ago when markets were holding out hope for a rate cut
Barnburner US Jobs Report Comes With Caveats
The US economy added far more jobs than expected in May and wage growth was
World Chokes On China
The latest trade data out of China didn’t do much to dispense with the idea
Tentative Evidence
Thursday brought more tentative evidence to support the contention that the US labor market’s cooling.
ECB Cuts Rates After Historic Hiking Cycle
The ECB on Thursday became the second G7 central bank in two days to cut
US Services Sector Heats Back Up, Defying Recession Narrative
Shelve the recession narratives: The linchpin of US economic growth held strong in May. A
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