CPI and NFIB Reinforce Evidence of a Margin Squeeze Taking Hold

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Travel at a Crossroads

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Fade any Travel Pricing Strength in Today’s CPI

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Brief Encounter > Lawrence of Arabia

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Household Balance Sheets North and South of the Canadian Border Increasingly Impaired

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Saturday Intelligence Briefing — 5.10.25

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The Waiting

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Waiting for Hard Data Threatens to Break the Real U.S. Economy

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The Weekly Quill — Powell Sinks to Trump’s Level

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50 Shades of Beige

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