Worst May Be Over For America’s Manufacturing Sector
America’s factory malaise abated in August, the last of this week’s top-tier data out of
‘Stocks Love Booms’
“Stocks love booms.” And fiscal largesse is conducive to nominal booms. Makes you wonder why
Money Fund Assets Hit Another Record. RRP Lowest In 17 Months
Money market funds took in $14.37 billion in the week to August 30, data released
Is The Excitement Over?
With allowances and respect for August payrolls’ market-moving potential, equities felt inclined to settle down
Wagner Restructuring: Putin Inherits Chef’s Bloody Fare
“Who are you and what happened to hot dog guy?” “The caterer is dead. You
Americans Kept Spending As Q3 Dawned. Inflation Generally Cooperative
After re-accelerating at the end of the second quarter, personal spending in the US picked
European Inflation Stuck At Nearly Triple ECB’s Target
Headline inflation in Europe is stuck, apparently. The all-items gauge loitered at 5.3% in August,
A Brief History Of 2023’s Macro Narrative Stop-Outs
Keeping track of the macro zeitgeist in the post-pandemic world can be difficult. To the
Return Of The Melt-Up?
Muscle memory is a powerful thing. And in the context of an equities market where
Pending Sales Rise, Investor-Buying Plunges In Cliff-Edge US Housing
Pending home sales unexpectedly rose in the US last month, data released on Wednesday showed.
GDP Revisions Hammer Home ‘Bad Is Good’ Message
It’s all going according to plan. Famous last words, I know. GDP revisions released on
Fed Gets More Favorable Data In Constructive ADP Report
US private sector employers added 177,000 jobs in August, ADP said Wednesday. That was fewer
War, Inflation And Chinese Shadow Banks
The war, European inflation and China’s shadow banking demons were top of mind for market
Remote Work May Leave 267 Million Square Feet Of Office Space Vacant
How durable is the shift to remote work? And how pronounced is the impact of
Embrace The Slowdown
If there were questions as to whether we’re living in a “bad news is good
‘Immaculate Disinflation’ Lives
Good news for the soft landing crowd: US job openings were “just” 8.827 million on
Bad, Good, Whatever
Here’s hoping bad news is good news. US consumer confidence slid in August and an
US Home Prices Keep Rising, Imperiling Fed’s Inflation Fight
US home prices rose a fifth straight month in June, according to lagged data released
Yes, China Is Staring At A Recession
Earlier this week, one reader parroted a familiar refrain: China isn’t headed for a recession
The US Labor Market Is Normalizing. Thank Immigrants
Reasonable (and unreasonable) people can disagree about the proper course of US immigration policy, but
Americans Have No Idea What’s Going On
America is a paradox. The US is the richest nation in the history of the
In Brief: Squaring The A.I., Productivity, Rates Circle
Scarcely a day goes by when you don’t hear something about the potential for A.I.
Many Western Voters Have Lost The Plot
Over the weekend, Mohamed El-Erian posted the cover of The Economist to his social media account.
Xi Watches 6% Stock Rally Evaporate In Six Hours
Now it’s embarrassing. Chinese officials watched a near 6% surge in Mainland equities evaporate on
Checking In On The Taiwan Canary
If you care at all about the fate of the world, you should be concerned
Traders Confront Wave Of Crucial Data Ahead Of US Holiday
It’s a data-heavy week in the US, where a whirlwind of indicators are expected to
Yevgeny Prigozhin Dies Third Time
Yevgeny Prigozhin is officially dead. Figuratively, he died on the weekend of June 24, when
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