Atlanta Fed doubles its forecast for Q4 GDP growth to +5.4% Atlanta Feds GDPNow shows that a big improvement of the trade deficit pushes up GDP growth. Wolf Richter says the Fed should sell $200 billion of.

Question #9 for 2026: What will happen with house prices in 2026? CalculatedRisk Newsletter Subscribe. The Compound of Ritholtz Wealth Management LLC. receives payment from affiliates in affiliated blogs and affiliates. This content is provided for informational purposes only and should not be relied upon in any manner. US trade deficit in goods and services dramatically improved in October, with the negative trade balance improving by $19 billion in October. Year-to-date, the trade deficit was $783 billion, still $56 billion worse than a year earlier. Atlanta Fed doubled its forecast for Q4 GDP growth to +5.4%. Atlanta Fed GDPNow doubles Q4 GDPNow forecast to +5.4%. Atlanta Feds GDPNow shows that a big improvement of the trade deficit pushes up GDP growth. China, Japan Germany and Germany turned over a portion of their trade surplus dollars into $UST holding. My guess is they will buy less as their trade surpluses disappear. Can anything be seen in the numbers to point to a potential large jump in imports in 1Q26 caused by businesses attempting to postpone next year purchases until after the SCOTUS ruling on tariffs? The 12-mo moving average is has only return to the level it was in DEC24 and is approximately equal to the last peak in mid-2022. Chris Martenson and Dave Collum discuss financial markets and valuations. The financial elites would prefer we fight each other, and not notice their ever-increasing predations on every crumb of remaining economic value. Total assets on the Feds weekly balance sheet dropped by $67 billion from the prior week. Fed balance sheet rose by $8 billion from the prior week, to $241 billion. T-bills are short-term Treasury securities with terms of 1 month to 1 year. Wolf Richter says the Fed should sell $200 billion of mortgages on its balance sheet. The Fed should seize on this opportunity to sell MBS on the balance sheet, Wolf says. The fed has printed two thousand billions of dollars to artificially suppress mortgage rates, but they are still high? Wolf Richter: Fannie/Freddie will have to issue $200 billion in additional Treasuries to fund the purchases of the $200B+ in MBS. Fannie is among the most leveraged entities in the leveraged mortgage market. The banks have shed nearly all of the mortgage-and-banking risk to the government. So maybe there will be another crisis, somewhere else, private credit. Wolf Street Corp. reports on the banks unrealized losses on long term treasuries again soon. In 2030, those evil 10-year notes from 2020 will all mature, and banks will get all their money back with no losses. Foreign ministers of Denmark and Greenland land in Washington for high-stakes White House talks with U.S. Secretary of State Marco Rubio and Vice President JD Vance. North Pacific Ocean surface warmed over twice as much over the past 15 years than it did over the preceding 156 years. A 21-year-old in Santa Ana was permanently blinded in one eye after a DHS agent fired a “less-lethal” round at close range. 22 dead as crane collapses onto train in Thailand, and 22 injured in accident. Paradoxocracy (2013) is a documentary about the current political situation of Thailand, directed by Pen-Ek Ratanaruang. The final season of BORGEN – as I mentioned several times – has almost exact dialogue – where Greenland protagonists complain about Denmark´s political class (exploiting Greenland´s resources) – the way Denmark in the real world is now complaining about the US intending to do the same thing now. MEE isnt Quatari sponsored? Or am I mixing that up? GOP strategy for mid-terms was anounced yesterday: MAFYA! Many Western intelligence services are pretty pissed off and that digital fingerprints can be manipulated/erased – it´s not impossible. Dutch intelligence allegedly had a Russian source in Russia re: “Russiagate” and Clintons. Cash transactions over $200 USD in certain southern border counties will automatically be reported to the IRS. JK Rowling BACKS IRAN PSY OP, Support For ICE PLUMMETS.