Macro Morsels

A new Prime Minister in Japan

And why the Markets are not too happy about it.

The Impact of Trump's Universal Tariff on the EU

Macro effects, the ECB, and Markets

Who Will be the Fitter President?

A Preview going into the first US Presidential Debate

Consumer Confidence and Retail Chatter Suggests Slowing Spending

Consumers and retailers are feeling the heat, with many showing signs of slowing spending trends expected over summer

US Retail Sales Post Modest Gain in May, Missing Consensus

Making Sense of Today's Disappointing Data Points

MacroVisor May 2024 Retail Sales Preview

A look at what analysts expect for tomorrow's retail sales data

Does India’s election result change our view?

Follow the Rent Data or the Housing Data?

A look at Shelter Inflation ahead of CPI data

Notes on the Japanese Yen Intervention

Concerns around sustainability

Fed Update: A Dovish Mistake?

May 1, 2024 Fed Meeting brings a QT taper decision, no hikes, but uncertain timing on cuts

BoJ Meeting and Outlook Preview

Inflation and the Japanese Yen in Focus

Breaking Down Today's Consumer Confidence Data

Increasing concerns about the future, optimism persisting in the present