Permanent Job Losers Flag Recessionary Scarring

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Saturday Intelligence Briefing — 5.3.25

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Armageddon vs. Deep Impact

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Rising Unemployment Risks Will Embolden Treasury Bulls

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Accounting for a Slowdown

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Go Long Shorter Duration

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The Weekly Quill — Take Two — Synthesizing the Thesis

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The Dangerous Sports Club

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An Income Shock Will Manifest as Deflation

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The Four Horsemen of Menaced Margins

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