Spending at the Top of the ‘K’ Is Increasingly at Risk

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Saturday Intelligence Briefing — 3.28.26

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500 Miles

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Gauging Second Round Effects of Sentiment Shocks

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The Weekly Quill — Letting it Bleed — Broad Economy Saps Shelter Inflation

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Not Importing Progress

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The Carrington Event

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The Euro Area’s Margin Shock Introduces Labor Contagion and Defies ECB Rate Hike Odds

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Welcome to Major League Eating

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Fade S&P Global Manufacturing as Chicago Fed Reinforces Labor Slack

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