Thu, 14 Sep 2023 09:56:27 ESTEconomy.com from Moody's Analyticshttp://www.economy.com/dismal/Asia-Pacific Daily Briefing: Aussie Labour Market Springs Back to Lifehttps://www.economy.com/dismal/analysis/398399Unemployment held at 3.7% in August, while nearly 65,000 jobs were added to the economy.Thu, 14 Sep 2023 02:34:00 ESTIs the BoJ Throwing in the Towel?https://www.economy.com/dismal/analysis/397363The central bank’s increasing focus on the yen complicates the policy outlook.Wed, 13 Sep 2023 19:53:00 ESTEconomic Roundup: August Inflation Tainted by Runup in Energy Priceshttps://www.economy.com/dismal/analysis/398396Energy boosted U.S. inflation last month, while an unusual Treasury surplus was due to the Supreme Court.Wed, 13 Sep 2023 16:48:00 ESTEnergy Taints U.S. Inflation Report in Augusthttps://www.economy.com/dismal/analysis/398394The Fed will look past this bout of higher energy prices ahead of its September meeting.Wed, 13 Sep 2023 15:18:00 ESTU.S. Household Debt Tracker: Here We Go Againhttps://www.economy.com/dismal/analysis/398392Delinquencies on auto loans have risen to their highest level since the Great Recession and have refused to take a step back. Wed, 13 Sep 2023 14:16:00 ESTIs U.S. GDP Accelerating?https://www.economy.com/dismal/analysis/398389Our third-quarter high-frequency growth estimate rose from 4.1% to 4.4% annualized. Wed, 13 Sep 2023 13:59:00 ESTThe U.S. CRE Correction Is Just Getting Startedhttps://www.economy.com/dismal/analysis/397368Commercial real estate prices are set to fall 14.4% peak to trough by 2025.Wed, 13 Sep 2023 11:11:00 ESTEurope Daily Briefing: Strikes and Bad Weather Pull U.K. Downhttps://www.economy.com/dismal/analysis/398385Germany and Italy drag euro zone industrial production into negative territory.Wed, 13 Sep 2023 09:18:00 ESTImmigration to the Rescuehttps://www.economy.com/dismal/analysis/398383Recent growth in the U.S. labor force can largely be attributed to foreign-born workers.Wed, 13 Sep 2023 08:14:00 ESTInflation Undermines Household Income Again in 2022https://www.economy.com/dismal/analysis/398377The U.S. poverty rate held nearly steady.Wed, 13 Sep 2023 07:33:00 ESTAsia-Pacific Daily Briefing: South Korean Unemployment Rate Falls to 2.4%https://www.economy.com/dismal/analysis/398384The labour force participation rate was 64.2%, a little off the recent high.Wed, 13 Sep 2023 04:14:00 ESTEconomic Roundup: U.S. Small Businesses Still Face a Rocky Roadhttps://www.economy.com/dismal/analysis/398378The NFIB’s small business optimism index continues to reflect a difficult operating environment.Tue, 12 Sep 2023 16:12:00 ESTPoland Outlook: Growth Held at Bayhttps://www.economy.com/dismal/analysis/397367Falling inflation and a weak economy were cited as grounds for a surprising interest rate cut.Tue, 12 Sep 2023 15:12:00 ESTLatAm Daily Briefing: Argentina’s Uncertain Futurehttps://www.economy.com/dismal/analysis/397370Presidential candidate Javier Milei’s controversial proposals could bring substantial economic upheaval.Tue, 12 Sep 2023 12:11:00 ESTU.S. Road to Recession: Labor Market Loosenshttps://www.economy.com/dismal/analysis/397364While job growth appears to be slowing gracefully, wage growth is still too high to bring price inflation down to the Fed’s 2% target. Tue, 12 Sep 2023 08:44:00 ESTEurope Daily Briefing: U.K. Wages Keep Climbinghttps://www.economy.com/dismal/analysis/397362A growing number of respondents to the ZEW survey expected the euro zone economy to worsen in the next six months.Tue, 12 Sep 2023 05:39:00 ESTAsia-Pacific Daily Briefing: More Pain Coming for Aussie Householdshttps://www.economy.com/dismal/analysis/397361Secondary impacts from rate hikes will be increasingly felt.Tue, 12 Sep 2023 02:29:00 ESTEconomic Roundup: Looking Beyond Mondayhttps://www.economy.com/dismal/analysis/397355The slow start to the week is causing all eyes to zero in on Wednesday's CPI inflation report.Mon, 11 Sep 2023 16:49:00 ESTU.S. Chartbook: Factory Orders Down, Auto Strike Loomshttps://www.economy.com/dismal/analysis/397349A drop in orders last week—primarily due to the aircraft segment—was less severe than anticipated.Mon, 11 Sep 2023 14:27:00 ESTLast Hike or Hawkish Pause?https://www.economy.com/dismal/analysis/397351Our September baseline still includes a rate increase by the European Central Bank, but it could go either way.Mon, 11 Sep 2023 12:46:00 ESTInflation Distorts the Move Toward Pre-Pandemic Spending Patternshttps://www.economy.com/dismal/analysis/397346Total U.S. consumer spending grew 9% in 2022, according to the latest Consumer Expenditure Survey.Mon, 11 Sep 2023 12:07:00 ESTEurope Daily Briefing: Italian Industry Sputtershttps://www.economy.com/dismal/analysis/397347A sharp slump in capital and consumer goods output pulled down the headline.Mon, 11 Sep 2023 10:36:00 ESTU.S. Banking Conditions Tracker: Still Under Pressurehttps://www.economy.com/dismal/analysis/397345Most disconcerting is the prospect for more defaults on commercial real estate loans, which are in train.Mon, 11 Sep 2023 09:09:00 ESTAsia-Pacific Daily Briefing: Malaysian Industrial Production Ticks Uphttps://www.economy.com/dismal/analysis/397344Output fell in export-oriented industries.Mon, 11 Sep 2023 02:53:00 ESTEconomic Roundup: Closer to Fine?https://www.economy.com/dismal/analysis/397342With inflation beginning to roll over, the Fed will pause hikes, but rates will stay high.Fri, 08 Sep 2023 16:42:00 EST