Economy News

Economic news covering Fed interest rate decisions, inflation data, jobs reports, GDP growth, and macroeconomic trends affecting the stock market.

Pending Home Sales Inch Up in August, Annual Decline Persists
Economy Daniel Marsh

Pending Home Sales Inch Up in August, Annual Decline Persists

Pending home sales edged up 0.3% in August, but remain 4.7% below last year. Homebuilder ETFs (ITB, XHB) dipped slightly after the data release.

SPY
Bank of Canada's Rate-Hike Trigger: Core Inflation Spillover
Economy Daniel Marsh

Bank of Canada's Rate-Hike Trigger: Core Inflation Spillover

Bank of Canada minutes define rate-hike trigger: energy pass-through to core inflation. Core CPI near 2%, but tariffs and soft labor market may delay action.

SPY
BoE Holds Rates at 3.75%, Unveils Long-Term Gilt Reduction Plan
Economy Daniel Marsh

BoE Holds Rates at 3.75%, Unveils Long-Term Gilt Reduction Plan

The Bank of England held rates at 3.75% and announced a plan to reduce its gilt holdings by £368 billion by 2034. Inflation expectations were revised higher.

EWU
Mortgage Demand Slips 4.1% as 30-Year Rate Nears 7%
Economy Daniel Marsh

Mortgage Demand Slips 4.1% as 30-Year Rate Nears 7%

Mortgage applications dropped 4.1% last week as the 30-year rate rose to 6.97%, with purchase demand 19% below last year and refinancing down 65%.

LEN DHI PHM
IMF Urges Fiscal Restraint as RBA Rate Hike Bets Surge to 87%
Economy Daniel Marsh

IMF Urges Fiscal Restraint as RBA Rate Hike Bets Surge to 87%

The IMF urges Australia to curb spending as traders see 87% odds of an RBA rate hike on Sept 29. A move to 4.60% would lift mortgage payments and pressure consumer spending.

ASX
Pension Revaluation Eases Teacher Pay Funding Gap in England
Economy Daniel Marsh

Pension Revaluation Eases Teacher Pay Funding Gap in England

England's 3.5% teacher pay award remains unchanged, but a pension revaluation cuts employer costs, helping schools cover the funding gap and easing strike risk.

EWU
Canadian Wealth Hits C$19T, But Gains Favor the Rich
Economy Daniel Marsh

Canadian Wealth Hits C$19T, But Gains Favor the Rich

Canada's household wealth climbed to C$19.1 trillion in Q2, but the richest 20% own 69% of financial assets, highlighting uneven gains.

XLE SPY
State Pension to Hit £13k, But Tax Relief Promise Falls Short
Economy Daniel Marsh

State Pension to Hit £13k, But Tax Relief Promise Falls Short

The UK State Pension is set to exceed £13,000 next April, but the government's tax relief pledge is narrower than expected, leaving many pensioners exposed.

EWU
TUC Chief Joins Bank of England Board, Not Rate-Setting Panel
Economy Daniel Marsh

TUC Chief Joins Bank of England Board, Not Rate-Setting Panel

Paul Nowak joins the Bank of England's Court, but not the MPC, so he won't vote on rates. His appointment doesn't affect the upcoming September decision.

EWU
Fed Signals Rates to Stay Near 4.1% Through 2027
Economy Daniel Marsh

Fed Signals Rates to Stay Near 4.1% Through 2027

The Fed's latest projections show rates holding near 4.1% through 2027, a more restrictive path than previously expected, pressuring bonds and rate-sensitive stocks.

SPY QQQ
Federal Grant Freezes Top $177B, Savings Claims Unverified
Economy Daniel Marsh

Federal Grant Freezes Top $177B, Savings Claims Unverified

A new tracker reports $177B in disrupted federal grants, but savings remain unverified. GAO review found only 3.8% of DOGE savings substantiated, raising investor concerns.

EFA IWM SPY XLU
GAO Puts $6.7B Price Tag on Deferred Resignation Leave
Economy Daniel Marsh

GAO Puts $6.7B Price Tag on Deferred Resignation Leave

The GAO estimates $6.7B in paid leave costs for the deferred resignation program, but cannot confirm net savings. OPM projects $20B annual savings.

SPY