Category Archive: 5.) The United States

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-03-02

by Thomas Costerg

Lundi 1 mars 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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United States: The ISM Conundrum

2019-09-05

by Jeffrey P. Snider

2019-09-05

U.S. ISM Manufacturing PMI, Markit Manufacturing PMI and GDP, July 2012 - August 2019

Bond yields have tumbled this morning, bringing the 10-year US Treasury rate within sight of its record low level. The catalyst appears to have been the ISM’s Manufacturing PMI. Falling below 50, this widely followed economic indicator continues its rapid unwinding.

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Latest Thoughts on the US Economic Outlook

2019-09-04

by Win Thin

2019-09-04

The US economy is starting to show cracks from the ongoing trade war. While we do not want to make too much from one data point, we acknowledge that headwinds are building whilst US recession risks are rising.

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Real Estate Perfectly Sums Up The Rate Cuts

2019-07-28

by Jeffrey P. Snider

2019-07-28

NAR Existing Home Sales, Jan 2011 - May 2019

It’s only a confusing when you just accept the booming economy of the unemployment rate. From this perspective, 2018 was, and more so 2019 is, a downright conundrum. By all mainstream accounts, this just shouldn’t be happening.

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US Economic Crosscurrents Reach the 50 Mark

2019-07-27

by Jeffrey P. Snider

2019-07-27

U.S. PMI Chicago Fed NAI, Jan 2006 - July 2019

In the official narrative, the economy is robust and resilient. The fundamentals, particularly the labor market, are solid. It’s just that there has arisen an undercurrent or crosscurrent of some other stuff. Central bankers initially pointed the finger at trade wars and the negative “sentiment” it creates across the world but they’ve changed their view somewhat.

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