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State-Level Aggregated Payrolls Flag a Negative Payrolls Print in June’s Second Revision

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Saturday Intelligence Briefing — 8.23.25

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The Dismal Science with a Twist

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Labor Market Data Provide Ample Evidence for Powell to Signal the Onset of an Easing Cycle

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The Weekly Quill — A Blighted Labor Market Calls Out to Jerome Powell Across the Tetons

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Housing Can’t Get No Satisfaction

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The Housing Sector Can’t Wait for the Fed

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Mine! Mine! Mine!

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Supply Chain Volatility and Weakness in Upstream Chemicals Flag PMI Downside

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