The hottest Economic Reports Substack posts right now

And their main takeaways
Category
Top Finance Topics
The Wolf of Harcourt Street 539 implied HN points 12 Oct 24
  1. MercadoLibre in Argentina is seeing a boost in consumer spending after a tough few months, with more people buying and selling on its platform.
  2. Nubank has made it easier for customers to increase their credit limits by using government bonds as collateral, giving them more financial flexibility.
  3. InPost is dominating the logistics market in Poland with a huge share of parcel deliveries and is investing in new facilities to handle growing demand.
CalculatedRisk Newsletter 23 implied HN points 21 Aug 25
  1. Existing-home sales increased by 2.0% in July, reaching a seasonally adjusted annual rate of 4.01 million. This shows a small growth compared to last year.
  2. The median house price rose slightly by 0.2% year-over-year to $422,400. This indicates that homes are still holding their value.
  3. The inventory of unsold homes also went up by 0.6%, bringing the total to 1.55 million units. This gives buyers more options in the market.
Spilled Coffee 72 implied HN points 11 Jan 25
  1. The job market is doing well, with a low unemployment rate and strong job growth. This is helping boost the economy.
  2. Interest rates are rising, particularly for 10-year Treasuries, which can affect the stock market negatively. The S&P 500 has seen a drop recently due to these rate increases.
  3. Most stocks aren't doing too well right now, with only a small percentage in an uptrend. Small caps are struggling and have dropped over 10% recently.
CalculatedRisk Newsletter 23 implied HN points 23 Jul 25
  1. Existing-home sales dropped by 2.7% in June, totaling 3.93 million sales at an annual rate. This marks five months where sales have not increased compared to the previous year.
  2. The inventory of unsold homes fell slightly, but it increased by 15.9% from last year. This suggests that while there are more homes available now, it hasn't translated into more sales.
  3. Median home prices went up by 2.0% compared to last year, indicating that while sales may be slowing, the prices for available homes are still climbing.
Spilled Coffee 48 implied HN points 14 Dec 24
  1. The Dow has dropped for seven straight days, which is the longest losing streak since 2020. This downward trend is concerning, especially for December, which is usually a strong month for stocks.
  2. Inflation is still on the rise, moving from 2.60% to 2.75%. Although this is in line with expectations, it indicates that the economy hasn't fully stabilized yet.
  3. Many believe the Fed will cut interest rates by 0.25% soon. This move is anticipated as a way to address the ongoing inflation issues and support the market.
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