Latest

• Oct 12 Weekly Strong 10-Year Auctions Have Not Predicted Yields a Month Later
• Oct 5 ISM Half of Services Firms Paid More in September, Matching April and May
• Oct 4 Weekly Traders Now Expect the Fed's Next Increase in December, Not October
• Sep 30 GDP A $532 Billion Interest Revision Put Gross Domestic Income Above GDP
• Sep 29 JOLTS August's Drop in Job Openings Was All at Workplaces Under 10 Workers
• Sep 26 Weekly The 10-Year's Rise to a 2007 High Was All Inflation-Adjusted Yield
• Sep 24 Housing Cheaper Houses, Not Lower Prices, Explain the Flat New-Home Median
• Sep 17 Housing Contract Signings Rose 0.3 Percent Only Because July Was Revised Down
• Sep 17 Housing Completions Fell 12 Percent Because Builders Started Fewer Apartments in 2024
• Sep 16 FOMC Nine Fed Members Switched From Holding in July to Raising in September
• Sep 11 CPI Cellphone Plans Were a Third of August's 0.3 Percent Core Rise
• Sep 10 Housing Sales of Homes Priced $100,000 to $250,000 Fell 10 Percent
• Sep 7 Weekly Hike Odds Rose to 60 Percent on a Jobs Report Waller Discounted
• Sep 4 Jobs Payrolls Rose 162,000 and 683,000 People Joined the Labor Force
• Sep 1 ISM Fewer Factories Reported Rising Orders in August
• Sep 1 JOLTS Openings per Unemployed Worker Rose to 1.05 Because the Labor Force Shrank
• Aug 30 Weekly Warsh Sent September Hike Odds to 59 Percent
• Aug 28 Jobs The Payroll Benchmark Revision Was −79,000, After Three Years Near 700,000
• Aug 28 FOMC Warsh Said the Soft Summer Readings Are Not Real Progress on Inflation
• Aug 26 PCE Investment Fees Were Half of July's Core PCE Increase
• Aug 26 GDP Corporate Profits Took a Record Share of National Income
• Aug 25 Housing Unstarted Houses Accounted for the Entire Rise in Unsold New Homes
• Aug 23 Weekly Treasury Will Double Its Long-Bond Buybacks in September
• Aug 18 Housing The South Accounts for the Entire Annual Decline in Housing Starts
• Aug 17 Weekly The 30-Year Sold at a 2001-High Yield as Hike Odds Fell
• Aug 13 PPI The Producer Core Is Running Faster Than Its 4.7 Percent Annual Rate
• Aug 12 CPI Core Inflation Slowed to 2.5 Percent, but Rents Did Not
• Aug 11 Housing Investors Pulled Back and Repeat Owners Took Their Place
• Aug 8 Weekly The First Negative Payroll Month Since 2020 Halved September Hike Odds
• Aug 7 Jobs Payrolls Fell 23,000 as 264,000 People Left the Labor Force
• Aug 4 JOLTS Openings per Unemployed Worker Rose Because the Labor Force Shrank
• Aug 1 Weekly 30-Year Yields Hit a 2007 High in the Week Core Inflation Slowed
• Jul 30 PCE Core PCE Slowed to 0.1% After Three Fed Officials Voted to Hike
• Jul 29 FOMC Warsh's Press Conference Sent 30-Year Yields to a 2007 High
• Jul 25 Weekly The Case for a Hike Came Back at $100 Oil
• Jul 24 Housing The New-Home Discount to Existing Homes Doubled in a Year
• Jul 17 Housing June's Building Jump Was All Apartments
• Jul 15 PPI Freight and Exports Carry a Third of Producer Core Inflation
• Jul 14 CPI The Oil Shock Reversed Without Reaching Core Inflation
• Jul 11 Weekly The Chip Rout and the Near-Record Index Are One Event
• Jul 6 ISM Services Price Pressure Eased to a Four-Month Low Without a Slump
• Jul 5 Housing The South Has the Homes and the North Has the Buyers
• Jul 1 ISM Factory Cost Pressure Is Fading, Leaving Services as the Fed's Problem
• Jun 30 JOLTS Nobody's Quitting or Getting Fired
• Jun 26 Weekly Cheaper Oil Isn't Cooling the Services Core
• Jun 25 PCE PCE Inflation Runs Above CPI Because It Weights Health Care More
• Jun 20 Weekly The No-Hike Bet Rests on Oil Staying Down
• Jun 19 Weekly Warsh's Fed Projected a Hike Investors Don't Believe
• Jun 17 FOMC The Warsh Fed Signaled Higher Rates — Bond Investors Didn't Buy It
• Jun 11 PPI Producer Prices Are Up 6.5 Percent and Haven't Reached Consumers Yet
• Jun 10 CPI The Second Inflation Wave Is, So Far, an Oil Shock
• Jun 7 Weekly Everything Is a Rates Trade Now
• Jun 5 Jobs Behind May's Jobs Beat, a Labor Market at Stall Speed

Explainers

• Jun 19 Explainer Does the Fed follow through on dot-plot surprises?