Strawberries & Cream

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Consumer Spending Slides to Post-Pandemic Low

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Saturday Intelligence Briefing — 6.28.25

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CFOs Reinforce Arrested Exports and Cycle-High Continuing Claims

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Tooting Our Horn

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How Many Balloons Does It Take to Make Houses Fly?

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The Weekly Quill — Revisiting the Past — Questioning the Magnetism of Commercial Real Estate

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The Fed is Too Tight to Free the Housing Market

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CareerBuilder + Monster = Chapter 11

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Tactical Bull Steepener Validated by Consumer Confidence

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