us economy

The US economy has been amazingly strong, as reflected in soaring bond yields. But is there a good reason for the US economy's resilience?

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

The US budget is still deep in the red this far into the economic recovery.

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...

While the US employment market continues to weaken, the latest BLS data shows that as it currently stands, it remains relatively robust.

High inflation and unsustainably low unemployment echo the inverted yield curve in signalling a high risk of a US recession.

Analysis of the recent US bank turmoil indicates the issue is contained to smaller banks, which comprise less than 3% of the system.

Economist Janu Chan argues we should still be worried. The big question is how much.

The US labour market is past its peak, but still remains very tight despite higher interest rates.

Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...

After a 4.65% increase in interest rates this past year, why isn’t the U.S. economy tanking? And why aren’t retail sales plummeting? One reason, perhaps, is that...

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...

US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are...

US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that...

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...

With the US’ M2 growth decelerating sharply, as opposed to inflation, a significant recession should now be the major concern Alongside the US delivering its second...

The risk of a recession in the US in 2023 based on bond/equity market pricing and forecasts has surged as interest rates have risen and equities have slumped, with...