BoredReading

Trade Deficit decreased to $122.7 Billion in February

4 months ago

from Calculated Risk in finance

The Census Bureau and the Bureau of Economic Analysis reported: The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that...

The Global Trade Game: Jokers Are Wild

4 months ago

from oftwominds-Charles Hugh Smith in finance

There may be no winners of the game of Global Domination (tm), and that is likely the best outcome. Okay, players: jokers are wild, but with a...

Heavy Truck Sales Decreased 12% YoY in March: Lowest since May 2020

4 months ago

from Calculated Risk in finance

This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the March 2025 seasonally adjusted annual sales rate (SAAR)...

Why sanctions didn’t stop Russia's Garantex from using stablecoins

4 months ago

from Moneyness in finance

Stablecoins, a new type of financial institution, are unique in two ways. First, they use decentralized databases like Ethereum and Tron to run their...

Wednesday: ADP Employment

4 months ago

from Calculated Risk in finance

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. mortgage purchase applications index. ADP Employment Report for...

eToro: Twitch Plays the Market

4 months ago

from The Diff in finance

Plus! OpenAI; Open AI; Supply Chains and Self-Tariffing; Surface Area; Secrets

Construction Spending Increased 0.7% in February

4 months ago

from Calculated Risk in finance

From the Census Bureau reported that overall construction spending decreased: Construction spending during February 2025 was estimated at a seasonally...

How to Become an Asian Tycoon

4 months ago

from Commoncog in finance

Every Asian tycoon becomes a tycoon in the exact same way. Learning to see this core pattern is half the battle.

Tuesday: Job Openings, ISM Mfg, Construction Spending, Vehicle Sales

4 months ago

from Calculated Risk in finance

From Matthew Graham at Mortgage News Daily: Mortgage Rates Inch Lower, But Remain Broadly Sideways Sideways" has been the dominant theme for mortgage...

Why the Global Recession Will be Deeper and Longer Than Pundits Anticipate

4 months ago

from oftwominds-Charles Hugh Smith in finance

The global recession will be deeper and longer than those relying on models based on the past two decades of hyper-globalization and...

"Do Firms Need Juniors?" Might be the Wrong Question

4 months ago

from The Diff in finance

Plus! Solve for X + X; Refactoring; AI and Distribution; How Models Think; The AI Business Model

Freddie Mac House Price Index Increased in February; Up 3.4% Year-over-year

4 months ago

from Calculated Risk in finance

Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in February; Up 3.4% Year-over-year A brief excerpt:...

Longreads + Open Thread

4 months ago

from The Diff in finance

Jobs, Nobels, AI, Magazines, Worms, Complements

Schedule for Week of March 30, 2025

4 months ago

from Calculated Risk in finance

The key report scheduled for this week is the March employment report on Friday. Fed Chair Powell speaks on Friday. ----- Monday, March 31st...

Issue 80 – Aimed at benefiting the digital assets industry

4 months ago

from Citation Needed in finance

As the US government lays a very favorable groundwork for the crypto industry, Trump positions himself for maximum personal profit

Q1 GDP Tracking: -0.5% to 1%

4 months ago

from Calculated Risk in finance

From BofA: 1Q GDP tracking is down from our recently updated official forecast of 1.5% q/q saar to 1.0% q/q saar. [Mar 28th estimate] emphasis...

IP Protection in the Era of Fast Copying and Watermark Removal

4 months ago

from The Diff in finance

Plus! Data and Outsourcing CoreWeave Fraud Realignment Local AI

PCE Measure of Shelter Decreases to 4.3% YoY in February

4 months ago

from Calculated Risk in finance

Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through February...

Ultra-Processed Life

4 months ago

from oftwominds-Charles Hugh Smith in finance

Consuming more of this Ultra-Processed World is not a path to "the good life," it's a path to the destruction and derangement of an Ultra-Processed...

Inflation Adjusted House Prices 0.8% Below 2022 Peak; Price-to-rent index is 7.4% below 2022 peak

4 months ago

from Calculated Risk in finance

Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 0.8% Below 2022 Peak It has been over 18 years since the housing...

StubHub: Market-Making in a Maximally-Heterogeneous Asset Class

4 months ago

from The Diff in finance

Plus! Lobbying Through Products; Models; Digital Assets; Skill Levels; Risk Premia

NAR: Pending Home Sales Increase 2.0% in February; Down 3.6% YoY

4 months ago

from Calculated Risk in finance

From the NAR: Pending Home Sales Advanced 2.0% in February Pending home sales improved 2.0% in February according to the National Association of...

The Two-Sided Uncertainty Tax

4 months ago

from The Diff in finance

Plus! Privacy and Usability; Muscle Memory; Talking One's Economic Short Book; More Preemptive Free Trade; Private and Public

New Home Sales Increase to 676,000 Annual Rate in February

4 months ago

from Calculated Risk in finance

The Census Bureau reports New Home Sales in February were at a seasonally adjusted annual rate (SAAR) of 676 thousand. Sales of new single-family...

There's More Than One Efficient Market Paradox

4 months ago

from The Diff in finance

Plus! Reciprocal Tariffs; AI Purgatory; Payments and Credit; LinkedInFluencers; Efficient Markets

Housing March 24th Weekly Update: Inventory up 1.9% Week-over-week, Up 30.3% Year-over-year

4 months ago

from Calculated Risk in finance

Altos reports that active single-family inventory was up 1.9% week-over-week. Inventory is now up 7.0% from the seasonal bottom in January and is...

Longreads + Open Thread

4 months ago

from The Diff in finance

Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar

Schedule for Week of March 23, 2025

4 months ago

from Calculated Risk in finance

The key reports scheduled for this week include February New Home sales, the 3rd estimate of Q4 GDP, February Personal Income & Outlays, and January...