Bank Loans Reached $13.98 Trillion—But Credit Is Expanding Selectively
August 24, 2026 · Macro & Monetary Policy Bank Loans Reached $13.98 Trillion—But Credit Is Expanding Selectively America’s bank-credit engine…
Category
Macro & Monetary Policy
Manufacturing Is Accelerating—And So Is the Margin Test
August 18, 2026 · Macro & Monetary Policy Manufacturing Is Accelerating—And So Is the Margin Test New York manufacturers reported…
Retail Sales Fell 0.6%—But the Consumer Story Is More Complicated
August 17, 2026 · Macro & Monetary Policy Retail Sales Fell 0.6%—But the Consumer Story Is More Complicated July retail…
Business Credit Is Easing—Consumer Credit Is Not
August 16, 2026 · Macro & Monetary Policy Business Credit Is Easing—Consumer Credit Is Not The U.S. credit cycle is…
Wholesale Inflation Is Flat—But the Services Pipeline Is Still Hot
August 14, 2026 · Macro & Monetary Policy Wholesale Inflation Is Flat—But the Services Pipeline Is Still Hot July’s Producer…
Wednesday’s CPI Test: What a 4.72% 10-Year Needs to See
Tuesday, August 11, 2026 | Macro & Monetary Policy Wednesday’s inflation report arrives with the bond market already demanding a…