Big things are happening in Japan. The ground’s shifting. And not because of any earthquakes.
Category: economy
Inflation Report Hard To Square With Rate Cuts
Underlying US consumer prices increased more than expected in data released on Tuesday, again imperiling
Jamie And The Flood
Nearly two years ago, at a conference sponsored by AllianceBernstein, Jamie Dimon delivered a weather
Inflation Expectations Jump Third-Most Ever In Fed Poll
Americans’ inflation expectations rose last month, according to the new vintage of the New York
All Eyes Turn To US Inflation Report With Rate Cuts On The Line
Come one, come all! “Super users” and novices alike! It’s CPI week in the US.
US Jobs Report Offers Something For Everyone
The US economy added more jobs than expected in February, while revisions trimmed the prior
ECB On Hold, Says Inflation, Growth To Slow Further
“Financing conditions are restrictive and the past interest rate increases continue to weigh on demand,
Dovish Data Turn Will Live Or Die By Payrolls
Anyone hoping for a dovish round of data out of the US was pleased Thursday,
The JOLTS Miracle Feels Exhausted
Job openings were little changed from the prior month on the last business day of
Pay Growth For Job Switchers Accelerates In Otherwise Bland ADP Release
Private sector US employers added 140,000 jobs in February, ADP said Wednesday. The headline was
Conflicting Signals
The incoming macro data’s not going to tell us a consistent story. Maybe we should
Powell On The Hill
“The Fed has basically one tool on inflation,” Elizabeth Warren patiently explained, during a cameo
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
Two Surveys Diverged In A Star-Spangled Wood
There was some hope that this week’s final US macro release would suggest America’s manufacturing
Eurozone Inflation Loiters As ECB Ponders Cut Timing
Inflation in the eurozone was a bit quicker than expected in February, data released on
About That Inflation Data…
The Fed’s preferred gauge of consumer price growth in the US matched estimates in hotly-anticipated
Results Pending
The rebound in existing US home sales during the first month of 2024 may prove
Spending Quicker, Inflation Warmer, US GDP Revisions Show
Inflation was a little warmer, spending a little quicker and overall growth a little slower
Expensive Houses, Falling Confidence
US home prices are rising at the briskest annual rate since November of 2022 and
New Home Sales Meander Amid Intractable American Housing Conundrum
New home sales in the US rose at just half the expected pace in January,
Inflation Test Looms As Stocks Ask, ‘Who Needs Rate Cuts, Anyway?’
The schedule’s pretty crowded this week in the US. An update on the Fed’s preferred
Fed Fails To Curb History’s Most Aggressive US Spending Recovery
The Fed has a narrative. They have a lot of narratives, actually. But an oft-repeated
In US Housing: Signs Of A Thaw Or False Dawn?
Cue a procession of angels: US existing home sales notched a meaningful gain for the
US Economy Continues To Spurn Recession Banter
Activity across the US manufacturing sector expanded at the briskest rate in 17 months in
Marko Kolanovic Paints A Foreboding Picture
JPMorgan’s Marko Kolanovic sees risks. Proliferating risks, not least of which is a rerun of
Life In General
If there’s anything that frustrates me about opining on macro, markets and policy on a
Data Void Leaves Markets To Nvidia, FOMC Minutes, Geopolitics
Going strictly by the data calendar, it’ll be a quiet week for the world’s largest
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