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Feb 20, 2019
Normalization of the Fed's balance sheet goes from autopilot to emergency landing.
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Feb 20, 2019
December 2018's seasonally adjusted retail sales sank 1.2% from November's pace.
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Feb 20, 2019
The economic expansion feels surprisingly tenuous.
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Feb 19, 2019
Not since the 2.13:1 ratio of 2016's final quarter have high-yield downgrades at least doubled upgrades for an entire calendar quarter.
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Feb 19, 2019
Global business confidence continues to slide but odds are it should bottom soon.
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Feb 19, 2019
The gap between job openings and hires widened, and a few lousy economic reports don't mean an end of the expansion.
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Feb 19, 2019
The Universal Child Care and Early Learning Act would assist households with working parents.
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Feb 18, 2019
Our U.S./Canada posts will resume Tuesday, February 19.
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Feb 15, 2019
The median percent change by the market value of U.S. common stock one year after very low unemployment rates shows a 9.6% drop.
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Feb 15, 2019
Odds are rising that the Fed's balance sheet runoff will end sooner than some anticipate.
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Feb 15, 2019
The lousy week of data didn't significantly alter our confidence in the state of the economy.
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Feb 15, 2019
Canada's maple empire faces growing threats from U.S. producers and climate change.
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Feb 15, 2019
The politics of wall construction eclipse the economics.
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Feb 15, 2019
It is difficult to argue the loan quality is eroding significantly or signaling a broader problem in the economy.
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Feb 14, 2019
Soft retail sales reduced the likelihood of a 2019 Fed rate raise and increased the probability of a rate cut.
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Feb 14, 2019
Thursday's U.S. economic data was unpleasant.
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Feb 14, 2019
The retail giant's decision to pull the plug on a Long Island City headquarters has significant ramifications.
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Feb 14, 2019
Retail sales and business inventories disappointed.
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Feb 14, 2019
The unexpected weakness in December sales was broad-based.
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Feb 14, 2019
Advanced economies will converge toward lower growth as geopolitical uncertainties weigh.
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Feb 13, 2019
New Baa-grade loans soared higher by 220% from January 2018's $7.75 billion to $24.79 billion for January.
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Feb 13, 2019
Headline CPI was unchanged in January while the core index advanced 0.2%.
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Feb 13, 2019
We examine details of the Fed's Comprehensive Capital Analysis and Review stress test for banks.
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Feb 13, 2019
Farmers and factory workers get the brunt as the U.S. and China approach the negotiation deadline.
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Feb 12, 2019
However, January's very low U.S. unemployment rate of 4% increases the risk of a higher default rate.
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Feb 12, 2019
Fed's balance sheet is not that disruptive while there is progress on avoiding another shutdown.
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Feb 12, 2019
The change for telecommunications services will not significantly impact January CPI.
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Feb 11, 2019
The U.S. high-yield downgrade per upgrade ratio has increased from the 1.45:1 of 2018's final quarter to 2.36:1 for the unfinished first quarter of 2019.
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Feb 11, 2019
Refunds are only slowly trickling out.
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Feb 11, 2019
Refunds are running behind the past several years, and another shutdown would be a problem.
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Feb 11, 2019
Sentiment among producers and lenders is moderating as conditions soften.
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Feb 08, 2019
It's the lowest close since October 25, 2016, when the 10-year U.S. Treasury yield closed at 1.76%.
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Feb 08, 2019
Consumer price index deceleration may worry some.
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Feb 08, 2019
Job growth popped in January.
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Feb 08, 2019
Large imbalances between supply and demand persist.
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Feb 07, 2019
If the latest drop by Treasury yields fails to lift unit home sales, the 10-year Treasury yield may dip under 2.5%.
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Feb 07, 2019
Trump and Xi won't meet before the March 1 deadline.
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Feb 07, 2019
Lower response rates will lead to larger revisions.
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Feb 06, 2019
String of solid U.S. economic data continues as the trade deficit narrows in November.
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Feb 06, 2019
Though the latest spec-grade bond yield is the lowest since October 24, it remains above its February average.
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Feb 06, 2019
The U.S. president called for bipartisanship but doubled down on the wall.
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Feb 06, 2019
Share repurchases in 2018 totaled more than $1 trillion.
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Feb 06, 2019
Net exports now appear to be a neutral for growth rather than a drag.
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Feb 06, 2019
In 2019, the number of Americans age 65 years and older is projected to increase by 1.75 million people.
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Feb 05, 2019
ISM manufacturing survey suggests the economy is growing above its potential.
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Feb 05, 2019
The speech will give clues about the budget impasse and the rest of the fiscal agenda.
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Feb 05, 2019
We don't believe a recession is imminent.
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Feb 04, 2019
The net percentage of banks tightening C&I loan standards was the highest since 2016's third quarter.
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Feb 04, 2019
Factory orders drop in November, suggesting equipment spending in Q4 is coming in soft.
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Feb 04, 2019
GDP is now tracking 2.1%.
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Feb 04, 2019
The Bureau of Labor Statistics plans to release its productivity report for the fourth quarter.
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Feb 01, 2019
However, car and light truck sales disappointed.
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Feb 01, 2019
Markets got ahead of themselves, as the labor market shows no signs of weakness.
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Feb 01, 2019
Construction spending is not as strong as it appears.
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Feb 01, 2019
Lower bankruptcies over the last year underscore macroeconomic improvements.
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Feb 01, 2019
The inflation implications are modest, so the Fed can remain on the sidelines.
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Jan 31, 2019
The jump in new-home sales and initial claims are misleading.
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Jan 31, 2019
The Treasury bond market has yet to evince much anxiety regarding the inflation outlook.
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Jan 31, 2019
Financial market conditions have tightened and coincided with a slowing in the economy.
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Jan 31, 2019
December's strong U.S. jobs gain isn't sustainable.
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Jan 31, 2019
The Fed pressed pause, but this tightening cycle could be over, or close to it.
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Jan 31, 2019
The California teacher strike, rather than the shutdown, was behind the increase.
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Jan 30, 2019
January's 12.8% jump from December by MBA's index of mortgage applications is potentially good news for housing.
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Jan 30, 2019
Fed strikes a dovish tone.
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Jan 30, 2019
We consider the fallout if current negotiations break down.
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Jan 29, 2019
The equity market believes Treasury bond yields will be flat-to-lower at least until unit home sales enter a recurring ascent.
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Jan 29, 2019
Conference Board consumer sentiment has dropped over the past few months.
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Jan 29, 2019
The Conference Board consumer confidence index dropped 17.7 points over the past three months.
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Jan 29, 2019
Global oil demand is expected to remain sturdy despite an economic slowdown in China.
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Jan 29, 2019
After the longest government closure in history, how much damage has been done?
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Jan 28, 2019
After plunging by 37.8% annually in 2018, high-yield bond issuance may grow by roughly 10% in 2019.
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Jan 28, 2019
Focus this week will be on employment and the Fed.
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Jan 28, 2019
The labor market is on a strong trajectory, while sore spots have emerged in housing and manufacturing.
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Jan 25, 2019
January's unemployment rate will likely have risen slightly from December.
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Jan 25, 2019
A deal was reached to end the partial U.S. government shutdown.
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Jan 25, 2019
Unless markets are convinced that any unfolding upswing by default rates will be of limited height, corporate credit spreads could widen considerably.
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Jan 25, 2019
In its current state, Quebec won't be able to reap the benefits of its job growth.
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Jan 25, 2019
Delayed tax refunds and lapsed food stamp funding pose significant, though temporary, risks to growth
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Jan 25, 2019
The tightening cycle isn't necessarily over, but a restart will be data-dependent.
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Jan 25, 2019
Many private sector workers are equally if not more exposed to disruptions in their employment and incomes.
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Jan 25, 2019
Durable goods and new-home sales won't be released.
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Jan 24, 2019
The U.S. high-yield downgrade-to-upgrade ratio jumped to 1.45:1 in the fourth quarter.
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Jan 24, 2019
ECB unlikely to hike this year while U.S. lawmakers can't strike a deal.
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Jan 24, 2019
Industry GDP will not be released.
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Jan 23, 2019
The latest surge suggests the recent drop by Treasury bond yields might still supply a powerful lift to home sales.
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Jan 23, 2019
White House previously announced IRS would pay refunds on time but that may not happen.
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Jan 23, 2019
There could be delays in February, contrary to prior expectations.
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Jan 23, 2019
No indicators due this day are delayed.
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Jan 22, 2019
Existing-home sales have slowed as well, with affordability playing a large role.
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Jan 22, 2019
Existing-home sales dropped sharply, but temporary factors were at play.
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Jan 22, 2019
The costs of the partial government shutdown appear to be spreading.
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Jan 22, 2019
Slow house price appreciation hampers job growth in many professions.
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Jan 22, 2019
No indicators due this day are delayed.
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Jan 21, 2019
No indicators due this day are delayed.
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Jan 21, 2019
Economy.com's U.S. offices are closed Monday for the Martin Luther King Jr. birthday observance.
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Jan 18, 2019
This shutdown hurts, but a bigger problem is brewing.
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