Daily Brief: Trade Deficit Widens to $134.9B as Fed Prepares to Hold — Election Looms
The U.S. goods trade deficit hit $134.9B in September as imports surged. The Fed is expected to hold rates steady today, but a December hike remains on...
Daily Brief: Trading Partner Inflation Check — September 2026
Trading partner inflation check: US hits 3.7%, India surges to 5.54%, and energy costs drive prices higher across the board. The inflation differential...
Daily Brief: Trade Prices Surge Completes a Hat-Trick of Hot Inflation Data
Import prices surged 1.1% in September, export prices jumped 2.2% — capping a week where CPI, PPI, and trade data all came in hot. The Fed's rate-cut...
Daily Brief: Trade Deficit Hits 17-Month High at $105.6 Billion in August
The U.S. trade deficit swelled to $105.6 billion in August, the widest gap since March 2025, as a $17.2 billion import surge overwhelmed export gains.
Daily Brief: Trading Partner Inflation Check — August 2026
Seven of nine US trading partners saw inflation accelerate in August, reversing months of disinflation. India leads at 4.82%, China sits at 0.8%. Here...
Daily Brief: Trade Deficit Hits $88.6B as Import Surge Overwhelms Export Dip
The U.S. trade deficit widened 20% to $88.6B in July as imports surged. Productivity revised up to 1.4%, unit labor costs fell to 1.2%, and job cuts...
Daily Brief: Housing Starts Crash 12.4% as High Rates Freeze the Jobsites
Housing starts cratered 12.4% in July to 1.239M, missing estimates by a mile. But permits surged 5%. Import prices fell 0.4%, adding a disinflation twist.
Daily Brief: Trading Partner Inflation Check — July/August 2026
Six of nine US trading partners saw inflation decline as the Iran-war energy shock fades. The US rate fell to 3.4% but competitive pressure from...
Daily Brief: Trade Deficit Narrows to $73.3B but Factory Orders Slip — Manufacturing’s Uneven Recovery
The U.S. trade deficit narrowed to $73.3B in June as factory orders fell 0.3%, missing expectations. The ISM PMI says factories are expanding; the hard...
Daily Brief: Goods Deficit Narrows to $101.5 Billion as Housing Prices Inch Higher
The U.S. goods trade deficit fell to $101.5 billion in June, beating expectations, while FHFA data showed home prices up 2.2% year-over-year. A packed...