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...
by Simona Mocuta | Oct 14, 2025 | Economic Perspectives
This week’s economic outlook highlights US government layoffs amid a shutdown Not DOGE 2.0, but still a risk With the government shutdown heading into its second week, a number of key economic data releases—including the premier employment report—have been delayed....
by Simona Mocuta | Oct 6, 2025 | Economic Perspectives
US labor market indicators weaken amid a government shutdown Consistent messages of labor market softness Please see here our special commentary on the US government shutdown. We have been arguing for quite a while that the US labor market is not nearly as...
by Simona Mocuta | Sep 29, 2025 | Economic Perspectives
US data remains resilient with bullish undertones for risk assets, as PCE inflation aligns with expectations. Undertones of resilience in US data Essentially every US data release this week came in stronger than anticipated. A big surge in new home sales in August, an...
