James Mackintosh
Senior Columnist, Markets at The Wall Street Journal
Senior Markets Columnist at the Wall Street Journal. Ex FT Investment Editor (writer of Short View). Retweets not endorsements. Views mine. Bluesky mainly now
Articles
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5 days ago |
livemint.com | James Mackintosh
Summary This is assuming the government doesn’t find a way to make the situation worse, writes columnist James Mackintosh. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories. Economic data is finally coming in better than expected—but under the surface a puzzle remains, and how it works out matters hugely to investors. “Soft" survey data is still weakening, and we’re getting good surprises only because expectations have plummeted.
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5 days ago |
wsj.com | James Mackintosh
(Assuming the government doesn’t find a way to make the situation worse)Economic data is finally coming in better than expected—but under the surface a puzzle remains, and how it works out matters hugely to investors. “Soft” survey data is still weakening, and we’re getting good surprises only because expectations have plummeted. Meanwhile, the hard data on spending has been fine. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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5 days ago |
wsj.com | James Mackintosh
(Assuming the government doesn’t find a way to make the situation worse)Economic data is finally coming in better than expected—but under the surface a puzzle remains, and how it works out matters hugely to investors. “Soft” survey data is still weakening, and we’re getting good surprises only because expectations have plummeted. Meanwhile, the hard data on spending has been fine. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.
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2 weeks ago |
jp.wsj.com | James Mackintosh
米国債の入札はトイレの配管のようなものだ。何か異常があるときにだけ注目される。21日は入札の不調をきっかけに相場が急落したが、これは2023年終盤以来のことだった。スピルオーバー（漏出）を懸念すべき正当な理由がある。 今回の入札自体は平穏無事に終わるはずだった。およそ160億ドル（約2兆3000億円）相当の20年債の入札で、それほど注目を集めるはずのものではなかった。しかし、通常よりも需要が少なく、入札前の予想と比べて価格が下がったため、政府の借り入れコストが上昇した。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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2 weeks ago |
cn.wsj.com | James Mackintosh
美国经济接近满负荷运行，进一步借款将加剧通胀压力，可能促使美联储在更长时间内将利率维持在较高水平。美国国债拍卖就像厕所的水管系统：只有出了问题你才会注意到。周三，一次拍卖的疲弱表现引发了市场抛售，这是2023年底以来首次出现这种情况。我们有充分的理由担心由此产生的溢出效应。本次拍卖本身应该是平淡无奇的。拍卖涉及向投资者出售约160亿美元的20年期债券，这本不是什么大事。但来自终端投资者的需求低于往常，导致价格低于此前预期，美国政府的借款成本因此上升。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8订阅 热门文章热门视频
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RT @WSJ: After “Liberation Day,” stocks fell a lot, perhaps too much, and they have now rebounded a lot, perhaps too much, WSJ columnist @j…
Star Wars (1977) was produced mainly in UK and so now supposedly subject to 100% tariffs
Happy May the 4th to all, including the Radical Left Lunatics who are fighting so hard to to bring Sith Lords, Murderers, Drug Lords, Dangerous Prisoners, & well known MS-13 Gang Members, back into our Galaxy. You’re not the Rebellion—you’re the Empire. May the 4th be with you. https://t.co/G883DhDRR5
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