TIPS 30 year yields up 55 bps since the War’s start; 10 year up 69 bps.
Real Yields Surging
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Advance June Capital Goods Imports vs. Prelim. May Computers, etc. Imports
Any hints on where AI related imports are going, given capital goods imports?
Estimates of Current Inventories of Patriot and THAAD Interceptors
From Cancian and Park at CSIS on 27 July:
Wednesday Morning Oil SitRep
Brent front month future back to $90, as SoH reopening down, Bab el Mandeb traffic estimates down … a bit before 8am CT.
Refined Products Prices Rising, Again
At least through Monday.
Reducing Employment Growth
One of the explanations for the “new normal” in employment growth is not deficient aggregate demand, but deficient labor force growth. The NYT article “Employers Fear Labor Shortage as Many Immigrants Lose Protected Status” lays it out:
Policy Uncertainty Spikes around New Section 301 Tariffs
EPU and Trade Policy Uncertainty:
Estimates of Q2 Chinese GDP
From BOFIT today:
Back to May, Cost of Living-Wise
According to Cleveland Fed nowcasts today:
Up, Up and Away: TIPS Yields
As of today: