‘Bad News Is Bad News’

A New Recession Canary in the Coal Mine, 2022
https://englundmacro.blogspot.com/2022/08/a-new-recession-canary-in-coal-mine.html


For months, Wall Street brushed off Donald Trump’s trade war and the Federal Reserve’s higher-for-longer stance — confident a resilient economy would keep propping up US markets.

This week, that confidence began to unravel. 

“Lots of folks have their eyes on the exit door,” 

 “With job creation at stall-speed levels and the tariff headwind lying ahead, there’s a strong possibility of a negative payroll print in the coming months which may conjure up fears of a recession.”

Bloomberg 1 August 2025 

https://www.bloomberg.com/news/articles/2025-08-01/wall-street-s-months-long-truce-with-washington-is-shattering


The bad-news-is-good-news stock market

https://englundmacro.blogspot.com/2025/07/the-bad-news-is-good-news-stock-market.html


What is the “stall speed” of an economy? 

https://englundmacro.blogspot.com/2013/09/how-slow-can-you-go.html


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