Sitemap - 2024 - Economics Uncovered
Major downward revision to US job growth emphasises weakening employment market
Retail sales, jobless claims, manufacturing data and the NAHB housing survey
Fed sets the stage for a September rate cut as more job market data shows growing weakness
Key JOLTS indicators weaken further in June, raising recession concerns
Weak disposable income growth continues to point to a major economic slowdown
June PCE inflation: deepening services disinflation paves the way for rate cuts
US jobs report points to the growing risk of a recession
Personal consumption growth has materially moderated, but private wage growth rebounds
May PCE Price Index Review: a significant move in the right direction
Jobless claims: a concerning spike or just missed seasonality?
Unpacking the US Economy and Markets: a detailed review and outlook
US CPI Review: May 2024 (plus a Fed & PPI update)
The latest US jobs report is not as strong as it may seem
Continued weakness in disposable income growth points to a material economic slowdown
Latest PCE inflation data provides positive signs, but the Fed will want more before it cuts rates
GDP revision paints a notably more modest picture as anticipated economic slowdown may have arrived
Why the Fed's reduction in the pace of QT is critical for markets
PCE inflation remains too strong in March, but the medium-term outlook is more positive
US CPI Medium-Term Forecast Update: Don't rule out multiple rate cuts just yet
US Economic and Market Summary & Outlook
Alternative BLS rental data points to major disinflation in CPI rents
PPI, wage data provide positive signs on inflation, whilst jobless claims remain low
US CPI Review: March 2024 — not as bad as it seems
Latest jobs data adds support to the soft landing narrative
US CPI Medium-Term Forecast Update
Reviewing the latest PCE inflation, spending and personal income data
Are expectations for shelter disinflation misguided or is major disinflation on the way?
Deciphering the outlook for services prices
Fed turns increasingly dovish, adding further fuel to financial markets
Stalling disinflation & robust growth: a look at the latest PPI and retail sales data
US CPI Review: February 2024 — stalling disinflation raises recession risks
US CPI Preview: February 2024 — a critical report for the interest rate & market outlook
The household survey is flashing a recession
Does January's spike in OER signal bad news for the Fed's 2% inflation goal?
US Jobs Report Preview: growing potential for a significant negative surprise
A big week ahead: be sure not to miss these important updates
US PCE Inflation Update: A bumpier ride ahead
Economics Uncovered: an important update
Quarterly Global Economic Update
US CPI Review: January 2024 (with flash February CPI estimates)
US CPI Preview: January 2024 (plus the impact of the CPI weight update on the 2024 outlook)
A roaring economy and a recession, simultaneously: the latest US jobs data is all over the shop
What the latest US Treasury QRA means for the economy & markets
Signs of a significant weakening are now being seen in the US jobs market