The sharp acceleration in PPI is the notable number here, and it carries direct implications for global goods inflation. Chinese factory-gate prices feeding into export supply chains will lift input costs for…
Wholesale inflation remains elevated in Japan, way above expectations. May 2026 PPI, or corporate goods price index (CGPI), which measures the price companies charge each other for their goods and services: 6.3%…
Japan’s m/m ‘wholesale inflation’ measure, PPI, is expected to pull back. For China, m/m CPI is expected to be subdued, despite rising costs for manufacturers,- both for the inputs they buy and…
US May existing home sales 4.17m vs 4.07m expected US International trade balance for April -$55.9B vs -$56.1B estimate SpaceX IPO said to be almost four-times oversubscribed Anthropic releases Claude Fabel 5,…
There were rumors that Mythos would get a public release today and that’s proven to be true. Anthropic is calling it Fable 5 and says it’s a ‘Mythos level’ model. It’s been…
Trump warned that a US response was coming due to the shot-down helicopter but the public pre-warning and him highlighting that the soldiers weren’t hurt is a sign that he doesn’t truly…
High yield 4.192% WI level at the time of the auction 4.189% Bid to cover 2.64X versus average of 2.61X Tail 0.3 basis points Dealers 15.3% versus average of 13.9% Directs 21.01%…
Pres. Trump has posted on TruthSocial: Stocks have continued their slide with the NASDAQ now down around 900 points or -3.5%. The S&P is down -160 points or -2.15% and the Dow…
The main reason to expect a wrap-up to the Iran war is this chart: That’s an ugly look for the party that prides itself on focusing on the economy and a President…
Prior was 4.02m (revised to 4.04m) Sales +3.2% vs +0.2% prior Median sale prices +1.3% to $429,300. 4.5 months of supply, unchanged vs April “More Americans are on the move, with home…
Prior month -$60.3B revised to -$56.6B Good trade balance (R) -$-83.01B vs -$82.4B (Prelim). Prior -$85.30B Exports $327.1 Billion,+2.6%° Imports $327.1 Billion,+2.0%° Headline Numbers Exports: $327.1 billion Up $8.3 billion from March…
