by Simona Mocuta | Nov 17, 2025 | Economic Perspectives
More anxiety, but not more data The longest US government shutdown on record has finally ended, but it will take some time before the flow of statistical data releases resumes. When it does, it will initially be beset by unusual limitations. For instance, we should...
by Simona Mocuta | Nov 10, 2025 | Economic Perspectives
Layoffs say caution, not panic While the government shutdown continued, there has been a welcome uptick in the number of macro data updates during the week of November 3. The messages were mixed. On the upside, the ISM non-manufacturing index came in stronger than...
by Simona Mocuta | Nov 3, 2025 | Economic Perspectives
December cut not guaranteed, but likely The FOMC delivered another 25 bp rate cut this week, as was widely expected. That came with some hawkish strings attached, however, as Chair Powell made it a point to emphasize during the press conference that another reduction...
by Simona Mocuta | Oct 27, 2025 | Economic Perspectives
September CPI data reinforces the case for two more Fed cuts in 2025 Good to go for back-to-back cutsAfter an unusually long delay caused by the government shutdown, we finally got the September consumer price inflation data. It was fine. Better than expected, in...
by Simona Mocuta | Oct 20, 2025 | Economic Perspectives
US housing sentiment surges after Fed rate cut Housing stirs amid resumption of rate cuts Amid the ongoing government shutdown, the flow of US macroeconomic data has been limited to a few private data releases. Of these, perhaps the most hopeful this week was the...
