Retail Sales Is Counterprogramming the Job Report
Summary In the month of July retailers saw a sales increase of $6.8 billion, or […]
US initial jobless claims fall to 227k, vs exp 239k
US initial jobless claims fell -7k to 227k in the week ending August 10, lower […]
US retail sales rose 1% mom in Jul, ex-auto sales up 0.4% mom
US retail sales rose 1.0% mom to USD 709.7B in July, above expectation of 0.3% […]
Nasdaq 100: Bears May Still Be Lurking Around the Corner
The market seems to be focused now on growth-related macro data rather than inflation risk. […]
US CPI Backs Fed Rate Cut Expectations
It’s been two weeks since I left, and in that time, the markets plunged into […]
Soft-Landing, or No Soft-Landing, That Is the Question: Part II
Part II: Quantifying Episodes of Soft-Landing, Stagflation and Recessions Summary In the second part of […]
US: Inflationary Pressures Continue to Ease in July, Solidifying a September Rate Cut
The Consumer Price Index (CPI) rose 0.2% month-on-month (m/m) in July, bang-on the consensus forecast. […]
US CPI falls to 2.9% yoy in Jul, core CPI down to 3.2% yoy
US CPI rose 0.2% mom in July, matched expectations. CPI core (all items less food […]
Three Times CPI on the Menu
In focus today Today we get CPI numbers out of the US, UK, and Sweden. […]
Fed’s Bostic needs a little more data before supporting rate cuts
Atlanta Fed President Raphael Bostic emphasized a cautious approach regarding interest rate cuts, stating that […]
US PPI at 0.1% mom, 2.2% yoy in Jul, below expectations
US PPI for final demand rose 0.1% mom in July, below expectation of 0.2% mom. […]
Fed’s Musalem: Time may be nearing for policy adjustment
St. Louis Fed President Alberto Musalem indicated today that the balance of risks between inflation […]