宏观

Trump's Record Far Superior to Biden's on Debt and Inflation (www.heritage.org)
2025-3-4 Trump Inflation

New York Fed's Measure of “Inflation Persistence” Nixes Friday's Idea that YoY PCE Inflation Cooled, Using Same Data (wolfstreet.com)
2025-3-4 Inflation New York

PCE Inflation Hits 4.0% Month-to-Month Annualized, Worst since March. 3-Month PCE Hits 2.9%, Worst since April. But Massive “Base Effect” in Services Cools YoY Increases (wolfstreet.com)
2025-3-1 Inflation

Sticky Inflation Means Gold Will Keep Rising (dailyreckoning.com)
2025-2-26 Inflation

Inflation Spikes to 4.0% in Japan, Much Worse than in the US. BOJ Babied its Rate to Just 0.5%, with More Baby Hikes in View (wolfstreet.com)
2025-2-21 Japan Inflation

PPI Inflation Accelerates to +3.5% yoy, Worst in 2 Years, Driven by Services amid Massive Up-Revision of Services Inflation (wolfstreet.com)
2025-2-14 Inflation PPI

Beneath the Skin of CPI Inflation: Worst Month-to-Month Acceleration of CPI since Aug 2023, on Spikes in Used Vehicles, Non-Housing Services, Food, Energy (wolfstreet.com)
2025-2-13 Real Estate Energy Inflation CPI

Treasury Market's Inflation Expectations Become “Unanchored” (wolfstreet.com)
2025-2-12 Inflation

America's IT Unemployment Rises To 5.7%. Is AI Hitting Tech Jobs? (it.slashdot.org)
2025-2-10 U.S. AI Unemployment

An analysis of US DOL data: the IT sector unemployment rate rose from 3.9% in December to 5.7% in January, with the number of unemployed rising from 98K to 152K (www.wsj.com)
2025-2-10 Unemployment

Huge Upward Adjustment to Employment & Labor Force as Wave of Immigrants is Finally Included, Unemployment Drops, Wage Growth Accelerates: The Annual Revisions Are Here (wolfstreet.com)
2025-2-8 Immigration Unemployment

Indian central bank cuts interest rates for first time in five years (www.rt.com)
2025-2-8 India Central Bank Interest Rate

Underlying Job Market Dynamics Retighten as Fed Moves any Rate Cuts into Distance amid Accelerating Inflation (wolfstreet.com)
2025-2-5 Inflation

Trump Agrees with Fed's Pivot to Wait-and-See after the Fed Bows to Trump on Everything Else to Keep Monetary Policy Independent (wolfstreet.com)
2025-2-4 Trump Monetary

What Trump's Tariffs Did Last Time (2018-2019): No Impact on Inflation, Doubled Receipts from Customs Duties, and Hit Stocks (wolfstreet.com)
2025-2-3 Trump Stock Inflation

Inflation Festers in Core Services, No Progress in 12 Months. PCE Price Index Accelerates for 3rd Month: Justifies Fed's Pivot to Wait-and-See (wolfstreet.com)
2025-2-1 Inflation

Powell: In “No Hurry” to Cut, Need to See “Further Progress” on Inflation, No Timeline to End QT (Not Even Close) (wolfstreet.com)
2025-1-30 Inflation

Fed Pivots to Wait-and-See, Keeps Rates at 4.25%-4.50%, Restarts Inflation Worries. QT Continues. (wolfstreet.com)
2025-1-30 Inflation

Trump's Record Far Superior to Biden's on Debt and Inflation (www.heritage.org)
2025-1-26 Trump Inflation

ECB Faces a Problem: Euro Area Services Inflation Stuck at 4.0% for 13th Month. CPI Accelerates Further, as Energy & Durable Goods Stopped Plunging (wolfstreet.com)
2025-1-18 Energy Inflation CPI

The Fed Needs to Watch Out: Amid Strong Demand from our Drunken Sailors, Retail Sales Surged in Late 2024 and Inflation Caught its Second Wind (wolfstreet.com)
2025-1-17 Retail Inflation

Labor Market Dynamics Retighten, Job Openings Jump Again. Fed Faces Scenario of Solid Job Market, Re-accelerating Inflation (wolfstreet.com)
2025-1-16 Inflation

High-profile influencer charged with TORTURE of a baby in Australia to entice monetary donations and online followers (www.dailymail.co.uk)
2025-1-16 Australia Monetary

Beneath the Skin of CPI Inflation: YoY CPI +2.9%, Worst since July, MoM CPI +0.39% (+4.8% Annualized), Worst since February. Core CPI Stuck for 7th Month at 3.1%-3.3% (wolfstreet.com)
2025-1-16 Inflation CPI

PPI Inflation Accelerates to +3.3%, Driven by “Core Services,” +4.0%, both the Worst Readings in Nearly 2 Years (wolfstreet.com)
2025-1-15 Inflation PPI

This Strength of the Labor Market & Economy, amid Accelerating Inflation, Puts the Fed Back into Wait-and-See Mode (wolfstreet.com)
2025-1-11 Inflation

“Bond Market Rout” in the UK (like in the US) Only Pushes the 10-Year Yield into Low End of Old Normal after Many Years of Interest Rate Repression (wolfstreet.com)
2025-1-10 Bond

Why Used-Vehicle Prices May Put Upward Pressure on CPI, after Having Been a Powerful Contributor to Cooling Inflation (wolfstreet.com)
2025-1-9 Inflation CPI

Pre-election interest rate cut on the cards despite inflation uptick (www.watoday.com.au)
2025-1-8 Interest Rate

Labor Market Dynamics Retighten, Job Openings Jump Again. Fed Faces Scenario of Solid Job Market, Re-accelerating Inflation (wolfstreet.com)
2025-1-8 Inflation

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