Reduced Capacity Pressures Risk Further Wage Disinflation

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Repeating like a GIF

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Add Manufacturers and Homebuilders to the Cohort of Those Suffering Margin Squeeze

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People-Watching Main Street

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Existing Home Sales and Home-Related Spending Will Drag on Second-Quarter GDP

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Main Street Slack Displays the Margin Squeeze Revival

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Sweet Spot for Wine, Not Housing

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Ingmar, not Ingrid

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Discretionary Spending Risks Climb the Income Ladder

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Saturday Intelligence Briefing — 4.11.26

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