Early Estimates See Slower-But-Still-Strong Growth For US Q3 GDP

The first official third-quarter report on US GDP is more than two months away, but the preliminary nowcasts point to a softer-but-still-solid gain, based on several estimates compiled by The...

5-Year Treasury Market’s Inflation Forecast Dips To 3-Month Low

Economists are expecting that US consumer inflation will hold steady in tomorrow’s July update while Fed funds futures are pricing in another rate hike at next month Federal Reserve...

To Short Or Not To Short

To short or not to short. That is the question. With Tesla’s big short squeeze yesterday I was asked a ton of questions on the dynamics of shorting. Focusing...

US Private Sector Job Growth’s Annual Pace Held Steady In July

Companies in the US added a moderate 170,000 employees to their ranks in July (seasonally adjusted), according to this morning’s update from the US Labor Department. The gain was...

Macro Briefing: 30 July 2018

Trump threatens government shutdown over funding for border wall: Politico GOP worries that Trump’s tariffs could squeeze party in elections: The Hill IMF: China could become largest economy by 2030: Independent China...

Greater reliance on mineral imports

China's development requirements mean an increasing reliance on imported oil, iron, gold and other minerals, the Ministry of Natural Resources said on Tuesday. China has overtaken the US as...

Stuck in trade war, US and China face uncertain path to...

WASHINGTON (AP) — As the trade war between the world's two largest economies nears the end of its first week, its most unsettling fact may be this: No one...

Chart: TED Spread and LIBOR-OIS

Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating the latest "Global Cross Asset...

Fed raises key rate and sees possible acceleration in hikes

The Federal Reserve has raised its benchmark interest rate for the second time this year and signaled that it may step up its pace of rate increases because of...

Chart: OECD Leading Indicators – EM vs DM

The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for Emerging Markets vs Developed Markets (I...

Is The Modest Rebound In Commercial Lending Sustainable?

In late-2017 some analysts warned that the sliding annual growth rate for commercial and industrial lending in the US would soon turn negative, raising a warning sign for the...

May’s Jobs Report Leaves Critics Very Little to Gripe About

Poke holes in whatever you might see as the downside of Friday morning's look at last month's job creation and employment report. Just know that you're grasping at straws...
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