Sitemap - 2023 - Econ Mornings
Pausing Econ Mornings Newsletter
Germany's September CPI Report: A Clearer Picture of Inflation Trends
US Manufacturing Demonstrates Resilience Amidst Volatility in August
The ECB Prepares to Address Excess Liquidity Through the MRR
9 Things We Learned about the US Economy Last Week
Bank of Japan is Too Optimistic on Inflation
The Bank of England Pauses in a Near Split Decision
UK Inflation August Update: A Precursor to the Bank of England's Announcement
Housing Starts Tumble Amid Rising Mortgage Rates
Canadian Producer Prices: A Shift from Decline to Incline
Chinese Data Going in the Right Direction but Recovery is Still Weak
US Retail Sales Grow at Fastest Monthly Rate Since the Start of the Year
US Consumer Prices Surge in August Driven by Energy Costs
August NFIB Survey Showed a Tough Environment for Small Businesses
All Signs Point to a Weaker Labor Market in August
The End of Summer Sees the End of Disinflation in Europe
Labor Market Indicators are Starting to Unify on Easing in Hiring
Inflation and Tight Financial Conditions Weigh on the German Consumer
Euro Area Money Supply Contracts for the First Time Since 2010
Dismal Economic Data Out of Germany
Core Durable Goods New Orders See Gentle Uptrend in July
Slow Global Growth Squeeze Continues in August
Whispers of a UK Contraction in Q3
Quiet Economic Day to Start the Week
Japan's Core Inflation Resumes Uptrend in July
Early July Economic Data Leads to a Sharp Increase in Q3 Growth Expectations
UK CPI: Energy Inflation Crashes but Services Inflation is Still Sticky
China's Weak Start to Q3 Means More PBoC Easing
India and Germany Inflation Reports Show Deflation
Resilient UK Consumers Keep the Economy Out of Contraction in Q2 2023
Disinflation is a Slow, Gradual Grind
China Sees Deflation for the First Time Since February 2021
Inflationary Pressures Gradually Improve for Small Businesses in July
Stagnation Continues in Germany's Industrial Sector
Second Straight Month of Sub-200,000 Job Gains Signals Cooling Labor Market
Services Expansion Slows in Most Developed Economies, India and China Maintain Strong Growth
July ADP Employment Report Finds 1 Million Jobs Added in the Last Three Months
A Sharp Manufacturing Decline Leads to Deflation in Output and Input Prices in July
Euro Area Services Inflation Surges in July
Private Wage Growth Slows to the Lowest Rate Since 2021
Australian Inflation Improves, but Services Inflation Reaches 22 Year High
Fed Preview: No Surprises on Wednesday
July Flash PMIs Accentuate Monetary Policy Divergence
Trade Prices Confirm Weak Demand Abroad and Strong Disinflationary Pressures
US PPI Report for June Confirms Disinflationary Trend in Yesterday's CPI Report
A Downside Surprise in Core CPI is Significant Evidence for Disinflation
Small Business Sentiment Improves in June but the Inflation Situation Didn't Imrove
Another Month of Weak Chinese Inflation Data in June, Five Months of Monthly Deflation
Solid June Jobs Gain Bolsters Arguments for July Rate Hike
Robust ADP Job Gains in June Signal Strong Economic Resilience
The Global Services Sector Slows to End Q2 2023
Euro Area Inflation Eases, Core Inflation Picks Up in June
Germany's CPI Report Dampens Optimism on Inflation
Soft Italy Inflation Gives Hope that Other Countries Can Follow
Durable Goods New Orders Shows Mixed Picture as Transport Orders Cause Surging Growth
German Business Climate Hits Lowest Level in Months
Flash PMIs Show Growth Slowdown Across the Board
UK Inflation Surprises Again in May, Bank of England to Stick to Hiking
Bank of Japan Delays Policy Changes, Keeps Rates Negative
ECB Hikes Again, China Announces Weak Economic Data
UK GDP Shows Modest Growth in April, Led by Services Sector
May US CPI Data Gives Fed Confidence for June Pause
Big Week for Fed, ECB, and Inflation Incoming
China's CPI Declines for Fourth Consecutive Month, Reflecting Weak Economic Activity
Euro Area GDP Growth Remains Sluggish in Q1 2023, Hampered by Weak Consumption and Productivity
Reserve Bank of Australia Raises Interest Rates Amid Stubborn Inflationary Pressures
Strong Service Sector Growth in May Amplifies Inflation Concerns Across Global Economies
Mixed Signals in May Jobs Report: Employment Growth with Rising Unemployment Rate
Inflation Continues to Slow in Three Major European Countries According to May CPI
UK Inflation Eases in April, but Services Inflation Concerns Persist
Strong Services Sectors Drive Economic Expansion in Major Developed Economies
Germany and Japan Report Weak Exports in March
Japanese Annual Core CPI Inflation Highest Since 1992
Philadelphia Fed Survey Gives Off Dovish Vibes
The US Housing Market is Stabilizing but There is No Momentum in the Other Direction
Momentum in US Retail Sales Gradually Declines, Chinese Data Still Not Meeting Expectations
European Industrial Production Crashes Back to 2022 Lows
Still No Recession in the UK as Industry Recovers in Q1 2023
Deflation in China Points to Struggling Economic Recovery
US CPI Cools Across All Segments that the Fed Cares About
NFIB Small Business Optimism Lowest in a Decade
German Industrial Production Stutters in March, Reversing Strength in the First Two Months
Another Month of Strong Job Gains and an Acceleration in Wage Growth
Another 25 bps Hike by the ECB, More Hawkishness on Inflation
Pace of Job Gains Accelerate Thanks to Strong April ADP Employment Increase
Hot Services Inflation Sets Up the ECB for a Hawkish Announcement
China's CFLP PMIs: Strong Service Sector Offsets Manufacturing Weakness
US Wage and Services Inflation Resist Down Trend, Euro Area GDP Barely Grows
Q1 GDP Growth Jumps 1.1% on Strong Personal Consumption
Inflation in Australia and Durable Goods Orders in the US Both Decline, Point to Economic Weakness
German Construction Orders Bounced in February
CFNAI Stabilizes at Slight Contraction in March Which Shouldn't Derail Strong Q1 GDP
ECB Minutes Show that the Focus is on Inflation While the Banking Crisis was a Small Nuisance
Stubborn, Sticky UK Inflation Remains Above 10% for the Seventh Month in a Row
A Strong March Leads to a Surge in Chinese GDP in Q1 2023
Empire State Survey Fuels Recession Fears
Durable Goods Retail Sales Suffer from High Interest Rates and Wary Consumers
Choppy GDP Means UK Should Avoid Q1 Recession, US PPI Gives Us Much Needed Deflation
US Headline CPI Surprises to the Downside While Core CPI Retains its Stickiness
Deflation is Now a Concern for China While Inflation Remains a Concern for US Small Business
Japanese Consumer Confidence Jumps to Highest Level in More than a Year
The US Labor Market Can Add Jobs and Wage Growth Can Cool at the Same Time
UK and Eurozone Construction Sectors Continue to Decompress
Reserve Bank of Australia Pauses Hawkishly
March Manufacturing PMIs Show Weak Demand Leading to Softer Inflation
The US and Euro Area Have Core Inflation Problems
German Inflation Cools Thanks to Sharp Energy Deflation
German Consumer Sentiment Improves but Uncertainty is Still King
US Advanced Economic Indicators Point to Slowdown in Q1
Germany ifo Index Points to Further Stabilization in Economic Expectations
Flash PMIs Point to Uneven Growth with Services Strength Offsetting Manufacturing Weakness
Bank of England Hikes and Remains Convinced that CPI will Fall Despite February's Surprise
UK CPI Heats Up Again as Sticky Goods and Services Prices Offset Energy Deflation
Cosmetic Canadian CPI Inflation Decline Still a Win for the Bank of Canada
German PPI Still Has a Core Problem
Euro Area Inflation Confirmed at 8.5%, ECB's Base Case is to Continue to Fight Sticky Inflation
US Housing Starts and Completions Soar on Strong Apartment Construction Growth
US Retail Sales Stabilize After Strong January, Chinese Economy Rebounds to Start 2023
US CPI Comes in as Expected, Small Businesses Provide More Evidence of Disinflation
Markets Digest SVB Crisis and Jobs Report on a Quiet Econ Day
US Labor Market Surprises Again, 50 bps Hike Now Firmly on the Table
China's Reopening Starts Sluggishly as CPI and PPI Disappoint
Another Solid US Jobs Gain (ADP), Euro Area GDP Downgraded to Flat in Q4 2022
Reserve Bank of Australia Hikes by 25 bps, Sees More Rate Increases Coming
Euro Area Retail Sales Bounce Back in January
Major Services PMIs Show a Booming Global Services Sector
Sticky Euro Area Inflation Underwrites Hawkish Mentality Described in ECB Minutes
German Inflation Unchanged, PMIs Show Mixed Growth Picture with China Rebounding
France and Canada See Little to No Growth in Q4 2022
Fed Tightening and Supply Chain Loosening Make Assessing Manufacturing Difficult
Japan Sees Highest Inflation in 40 Years, Hot US Data Delays Disinflation
US and European Inflation Data Revised Up
German Inflation and Australian Wage Growth Both Accelerate and Intensify Inflation Concerns
Flash PMIs Point to Expansions in UK, France, Germany, Canadian Inflation Continues to Slow
Euro Area Construction Production Confirms a Downtrend in 2023
UK Retail Sales Bounce on Discounting, US Import Prices Fall for 7th Consecutive Month
Housing Starts Fall, PPI Inflation Moderates Further
UK Services Inflation Surprises on the Downside, US Retail Sales Surprises to the Upside
An Expected Moderate Increase in Prices Keeps Headline US CPI Inflation Mostly Unchanged
India Inflation Surprises to the Upside Signaling That the Inflation Fight is not Over
Chinese Reflation Begins While the UK Toes the Line of a Recession
German CPI Growth Accelerates as Inflation Outlook Gets Murkier
India Raises Rates and Maintains Hawkish Posture
RBA Announces Fourth Straight Quarter Point Hike, US Deficit Jumps on Weak Exports
Booming Jobs Report Makes a Fed Hike in May More Reasonable
50 bps Hikes for Both the ECB and the Bank of England
European PMIs Suggest the Worst is Behind Us, US Job Gains Halved in January
European Growth Stalls, US Wage Inflation Accelerates, China is Back
German GDP Contracts in Q4 Despite Improvement in Sentiment
Consumption Ends 2022 on Sour Note as Services Inflation Overtakes Goods Inflation
Headline Q4 GDP, Durable Goods Orders Come in Strong, but Underlying Weakness Evident
Australian Inflation Jumps on Highest Services Prices Since 2008
Flash PMIs, German Sentiment, UK Industry All Point to Strong Start to 2023
Existing Home Sales Fell for the 11th Month in a Row, Longest Streak Since 2011
Japan Headline Inflation Highest in over 30 Years, UK and Canada Both See Weak Retail Sales
US Housing Starts Edge Lower Again Despite Surge in Single Family Starts
US Retail Sales Broadly Weak in December, PPI Falls Again
Chinese Annual GDP Growth Falls Short of 3%, Canada's CPI Eases on Lower Gas Prices
UK GDP Stable in November, US Import Prices Rise for the 1st Time Since June
US CPI Sees First Monthly Decline Since 2021
Australia Sees Holiday Retail Sales Boom, Italy Sales Suffer from Inflation
NFIB Small Business Optimism (Dec 2022), Inflation and Asia Commentary
US Jobs Report and ISM Services Review, German Industrial Production (Nov 2022)
Jobs Report (Dec 2022), Euro Area Inflation (Dec 2022)
ADP Employment (Dec 2022), Euro Area PPI (Nov 2022), Italy CPI (Dec 2022)
Inflation Commentary, France CPI (Dec 2022), More Outlooks