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2024-05-20 05:47:00 ET Summary With a 3.9% unemployment rate and still 8.5 million job openings, what is the probability of ongoing elevated wage gains perpetuating second-round inflationary effects (especially in rents and housing)? The fundamental predicament today is Monetary D...
2024-05-14 10:10:00 ET Summary Demographic trends are elevating entitlement spending, and higher spending on infrastructure and other pandemic-era priorities has kept overall government outlays above pre-pandemic levels. Incremental deficit change is what influences growth rates, ...
2024-05-14 00:55:00 ET Summary Minneapolis Fed President Neel Kashkari issued an essay saying that the recent inflation data raise questions about whether their monetary policy is restrictive enough to fully return price growth to the central bank’s 2% target rate. Kashkari...
2024-05-10 09:30:00 ET Summary Emerging market economic growth was sustained at a solid rate at the start of the second quarter of 2024. Cost pressures intensified for emerging market firms as average input prices rose at a faster rate. Of the four major emerging market econom...
2024-05-09 08:45:00 ET Summary Worldwide PMI survey data compiled by S&P Global showed average prices charged for goods and services have risen globally at the slowest rate for three months in April. With the PMI data tending to lead changes in the annual rate of global consum...
2024-05-09 04:15:00 ET Summary After a disappointing March, trade data recovered modestly in April. Auto exports continued to outperform, and imports were driven by demand from the AI race. Considering import demand could remain resilient, but exports face a higher l...
2024-05-08 15:55:00 ET Summary Why is market performance and market sentiment on a divergent path? Should investors be positioned for risk? Hard data vs soft data: How is the U.S. economy actually performing? While equities have had a positive performance yea...
2024-05-08 04:00:00 ET Summary The Biden administration announced a new round of tariffs on imports of steel and aluminum from mainland China, including a more than three-fold increase in the Section 301 tariff rate for Chinese steel imports. A larger issue for the growth in Chine...
2024-05-08 01:35:00 ET Summary At 50.3, the Global Manufacturing PMI, sponsored by JPMorgan and compiled by S&P Global Market Intelligence, remained above the 50.0 neutral mark. Despite the cooling in the rate of improvement, the latest data signal an ongoing steadying of the ...
2024-05-07 08:50:00 ET Summary Chinese equities have rebounded, reversing the negative returns recorded in the first quarter. Investor expectations for US interest rate cuts have reset. The Commodities Research Bureau Index of commodity prices rose 7.4% year-to-date through th...