Be Mindful of Non-Manufacturing Payrolls’ Downside

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Big Tops, the Italian Way

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Signs of Manufacturing and AI Construction Tops Flag Fourth Quarter Growth Risks

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Mad as a Hatter

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Employment Cost Index Flags Pinched Employers and At-Risk Real Consumption

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Saturday Intelligence Briefing — 10.31.26

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The Weekly Quill — Wanted: Super Supers — The QI Research Multifamily Update

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Rise and Shine

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Treasury Rally Should Have Legs, Defying Strong GDP AI and Domestic Demand Gains

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Bloomberg Price Index Agrees with Consensus PCE and Core PCE and Leans Hawkish Through Higher October Inflation Rates

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