If Christine Lagarde and the ECB were already fretting about deflation risks in the months
Category: economy
Much More Money
“Much more”. That’s a rough estimate of what Nancy Pelosi needs to hear from Steve
When It Comes To Huge Corporate Leverage, There Is No Easy Way Out
“Records were shattered on debt, GDP, and leverage”, SocGen’s Stephen Gallagher writes, recapping what will
MMT Is From Venus
Analysts and, begrudgingly, mainstream economists, seem to be coming around to the notion that fiscal-monetary
The Most Vexing Quandary Of Them All
The September jobs report won’t be the only thing worth watching for market participants in
2 Americas And The Final Pre-Election Jobs Report
In the new week, markets will navigate top-tier data, geopolitical drama, and domestic discord in
Priorities
There’s plenty of time between now and the election for The White House and the
Rise In Jobless Claims Adds To Economic Concerns Amid Stimulus Stalemate
870,000 Americans filed for unemployment benefits last week, more than the 840,000 the market was
Into Reverse
It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street
What A Blue Wave Means For The Fed, According To Goldman
Over the weekend, I outlined the rather stark economic choice facing Americans as they go
Wealth, Households, Democracy, And The Illusion Thereof
Good news. US household wealth staged a “V-shaped” recovery in the second quarter. After collapsing
For The World’s Largest Economy: Two Possible Futures
On Friday, Goldman suggested that Joe Biden’s tax plan has the potential to accelerate any
Revisionist History Funded By IPOs And Forced M&A: A Glimpse Into Post-Democratic Capitalism
In “What’s Really At Stake In November“, I described the forthcoming US election as an
Jobless Claims: ‘Better’ Is An Extremely Relative Term These Days
860,000 Americans filed for unemployment benefits last week, broadly in-line with market expectations. The latest
Retail Sales Miss May Be Coal Mine Canary For US Recovery
Retail sales, one of the few top-tier economic indicators to stage a “real” V-shaped recovery,
Everyone’s A ‘Loser’: Meaningless WTO Ruling Marks Peak Absurdity In US-China Trade War
“Before the Trump administration came along and decimated the Appellate body, a case like this
Problem Solvers
Reasonably strong activity data out of China was enough to bolster global risk appetite on
‘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
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