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

March FOMC Decision Preview

The Most Important Event of our Lifetimes is Back Again

PPI Data Reveals Rising Inflation Pressures

Monthly Producer Price Index data highlights increasing prices for select commodities and services, potentially leading to cost push inflation in upcoming CPI figures

Previewing February Retail Sales

A Primer for Tomorrow's Data Release

The Capital One - Discover Deal

A brief Q&A on the acquisition of Discover by Capital One & Deal Economics

Update: Impact of the Red Sea Crisis

Are freight rates weighing on the market and can we see a resurgence of inflation?

Can the Red Sea Situation Lead to Higher Prices?

The impact on Global Trade, Freight, Oil and a potential supply chain crisis

November PPI inline

More signs of progress in the fight against inflation

A Big Decline in Inflation Expectations

The Expected Impact on American Consumer Behavior

What does today's CPI mean for the Fed?

An Analysis of the October 2023 CPI Inflation report and the Market Outlook

Charts of the Week

Rates, Valuations, Housing and the "Bull" Market

Inflation Data Preview

Looking ahead to PPI and CPI for clues about the economy

Charts of the Week: The Bond Bear Market

Rising Real Rates May Break Something, A Hard Landing in Housing, Oil's Importance

Macro Charts of the Week

Visualizing the Big Picture in the Markets and Economy