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Macro 10/4/2024
China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...
READ MOREMacro 9/27/2024
Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s...
READ MOREMacro 9/13/2024
Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi...
READ MOREMacro 9/6/2024
The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...
READ MOREMacro 8/23/2024
The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa...
READ MOREMacro 8/19/2024
U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...
READ MOREMacro 8/9/2024
Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve...
READ MOREMacro 8/2/2024
Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...
READ MOREMacro 7/19/2024
John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob...
READ MOREMacro 7/5/2024
Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn...
READ MOREMacro 7/1/2024
China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ...
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