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Renewable Energy Market Update: May 2022 (IEA)
05/20/2022 03:43 PM
The ECB is not the Fed (Nordea)
05/20/2022 09:11 AM
In April 2022, oil and industrial commodity prices retreated, food commodity prices remained dynamic (Insee)
05/20/2022 09:10 AM
Downside risks to real wages and private consumption from a rise in prices in Japan (MUFG)
05/20/2022 09:04 AM
Russia’s e-commerce trade in the aftermath of the 2022 invasion (VoxEU)
05/20/2022 08:59 AM
A shot in the arm: stimulus packages and firm performance during Covid-19 (BIS)
05/20/2022 08:22 AM
May flash PMIs, Fed minutes, RBNZ, BoK, BI meetings (IHS Markit)
05/20/2022 08:04 AM
Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision (Guggenheim)
05/20/2022 07:58 AM
What are the Costs of the Federal Reserve Being Behind the Curve? (TD Bank)
05/20/2022 07:55 AM
UK retail sales bounce despite deteriorating confidence (ING)
05/20/2022 07:52 AM
What are the Costs of the Federal Reserve Being Behind the Curve? (TD Bank)
05/20/2022 07:47 AM
Emerging Market Sovereign Debt Dynamics Are Concerning (Wells Fargo)
05/20/2022 07:40 AM
Leading Index Signals Slowing in April (Wells Fargo)
05/20/2022 07:39 AM
Existing Home Sales Drop in April (Wells Fargo)
05/20/2022 07:39 AM
Inflation Surprises Hurt (Moody's Analytics)
05/20/2022 07:33 AM
Exports to non-EU countries in April 2022: expected increase of +4.1% on March 2022 (Destatis)
05/20/2022 07:24 AM
Global Insolvency Report: Growing risks and uneven state support (Allianz)
05/20/2022 07:16 AM
UK retail sales grew 1.4% MoM but were down -4.9% YoY in April (ONS)
05/20/2022 07:08 AM
German PPI grew 2.8% MoM to 33.5% YoY in April, up from 30.9% YoY in March (Destatis)
05/20/2022 07:03 AM
Japan's CPI grew 0.4% MoM to 2.5% YoY in April, up from 1.2% YoY in March (Statistics Bureau of Japan)
05/19/2022 11:07 PM
But for the China stumble (HSBC)
05/19/2022 03:40 PM
Natural gas stocks grew 89 Bcf to 1,732 Bcf last week, down -17.1% YoY (EIA)
05/19/2022 11:52 AM
The Conference Board Leading Economic Index fell -0.3% MoM in April to 119.2 (Conference Board)
05/19/2022 10:50 AM
Ecommerce retail sales grew 2.4% QoQ and 6.6% YoY in Q1 2022 (Census Bureau)
05/19/2022 10:46 AM
Existing home sales fell -2.4% MoM but up 5.9% YoY in Apr, the 3rd straight monthly decline (NAR)
05/19/2022 10:44 AM
Weekly Market Recap: S&P 500 Index, Forward P/E Ratio (JPMorgan)
05/19/2022 09:02 AM
The Outlook for Corporate Debt in a Rising Rate Environment (Wells Fargo)
05/19/2022 08:55 AM
The GSCPI: A New Barometer of Global Supply Chain Pressures (New York Fed)
05/19/2022 08:54 AM
Jobless claims grew 21k to 218k last week (US Dept of Labor)
05/19/2022 08:53 AM
The Philadelphia Fed Mnfg Survey Business Activity index was 2.6 in May, a decline of -15.0 pts (Philadelphia Fed)
05/19/2022 08:39 AM
Canada's PPI grew 0.8% MoM to 16.4% YoY on a rise in energy prices in April (Statistics Canada)
05/19/2022 08:36 AM
US Supply Chains & Inflation: Consumers are growing increasingly price conscious as inflation’s grip tightens (Morning Consult)
05/19/2022 08:05 AM
Regime shift: Is higher inflation here to stay? (IHS Markit)
05/19/2022 07:53 AM
The euro area current account balance was a -€2 bil deficit in March, down from a €16 bil surplus (ECB)
05/19/2022 07:47 AM
Euro area construction production grew 0.2% MoM in Mar, up 2.2% YoY (Eurostat)
05/19/2022 07:42 AM
ECB Minutes: Meeting of 13-14 April 2022 (ECB)
05/19/2022 07:32 AM
Housing Starts Inch Down in April (Wells Fargo)
05/19/2022 07:31 AM
Industry Returning to Some Semblance of Normal (Wells Fargo)
05/19/2022 07:31 AM
Despite Absorbing Multiple Blows, the Consumer Is Still Standing (Wells Fargo)
05/19/2022 07:30 AM
April Housing Starts (First Trust Portfolios)
05/19/2022 07:25 AM
Feeling for Fault Lines (PGIM)
05/19/2022 07:21 AM
Corporate America Delivers, Market Attention Focused Elsewhere (LPL Financial)
05/19/2022 07:15 AM
Japan machinery orders grew 2.5% MoM in March after a -10.6% MoM decline in February (Japan Cabinet Office)
05/19/2022 07:04 AM
Japan's trade balance was -¥839.2 bil with exports up 12.5% YoY and imports up 28.2% YoY in April (Japan Ministry of Finance)
05/19/2022 06:58 AM
Canadian CPI (Apr): No respite yet (CIBC)
05/18/2022 04:06 PM
Healing the Pandemic’s Economic Scars Demands Prompt Action (IMF)
05/18/2022 09:01 AM
UK inflation hits 9% but it may well have peaked (ING)
05/18/2022 08:59 AM
Housing starts edged down -0.2% MoM to 1.72 mil in April, still up 14.6% YoY (Census Bureau)
05/18/2022 08:35 AM
Directory
2020
June
Stunning Jobs Report Might Not Be as Good as It Looks
July
Breaking Down the Worst Quarterly GDP Decline in US History
September
Health Insurance Data: 2019 Update
November
When Tech Diverges
December
2021 Outlook Review
2021
January
Thoughts on GME and This Week in the Stock Market
Record Home Price Levels Point to Strength in Post-Pandemic Economy
The Stock Market Looks Overvalued, but It's Probably Not
China GDP Growth Surpasses Expectations
President-elect Joe Biden Introduces His "American Rescue Plan"
Political Polarization Intensifies with Another Impeachment Along Party Lines
Metal Demand Has a Bright Future in 2021 and Beyond
What Happened to That US-China Trade Dispute?
Civil Unrest, A Rising Threat to the 2021 Economy
What's in the $900 Billion Relief Plan?
February
Long Term Employment Shifts Caused by the Pandemic
Earnings Provide Positive Surprise Despite Pandemic
Renewable Energy Under Fire in Texas
Yellen Aims for Full Employment
Minimum Wage Research in the Spotlight as a Hike Looks Inevitable
Non-Residential Construction Soft in the Pandemic Economy
March
Views on Interest Rates and the Move in Treasury Yields
Inflation Indicators Healthy but Still on the Rise
Risky Assets Sell-off Despite Optimistic Economic Outlook
The Latest on Vaccinations and What it Means for Growth
April
All Eyes on Inflation
May
Highlights of the Fed's "Economic Well-Being of U.S. Households in 2020" Report
Relative Factors and Forward Change in Federal Funds Rate
Can Wage Growth Keep Up With Inflation?
June
A Miserable Pandemic
July
Retail Sales: Volatility, Food, and Cars
August
With That, We Carry On
Supply Pressures Looking to Peak
Cars are Still Expensive, Workers are Still Needed
Recovery Continues, but Delta Looms
September
Fed Eyes Tapering While China Sees a Setback
Review the Fed Previews
No Tapering Yet
Labor Day on Labor Day
October
Delayed or Disappearing Growth?
Supply and Demand Mismatch will be Evident during the Holiday Shopping Season
Workers Find Leverage in a Tight Labor Market
Cautiously Optimistic
Sour Expectations Take Down the Market
November
Q3 Earnings Were Surprisingly Good
Inflation Weights on Bonds and Consumer Sentiment
FOMC Tapers While Trade and Employment Flash Mixed Signals
December
8th Meeting of FOMCmas
An Awkward Economy
2022
January
Inflation is Getting Broader, Not Cooler
Unemployment Insurance During the Pandemic
A Year of Normalization
What Will GDP Growth Look Like in 2022?
February
Home Prices Fly in 2021
March
We Have Lift Off
Chart Gallery: Russia in the World Economy
Russian Energy Import Ban on the Table
April
The US Economy is All Right
CPI: From Transitory to Elevated to Persistent
May
Housing Affordability Erodes After the Pandemic
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