Saturday Intelligence Briefing — 6.27.26

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Five-Fold Repetition

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Take Profits on Long Cyclicals as Peak Manufacturing Nears Amidst Below-Normal Spending and Income

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The Weekly Quill — The Glass Delusion — The State of U.S. Household Balance Sheets

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Back to the Old Drawing Board

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New Home Disinflation Not Enough to Quell Fed Tightening Expectations

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Can Amazon Deliver Price Stability?

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S&P Global Shows Price Instability Colliding with Maximum Employment Failure

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Climbing the Energy Ladder

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Utilities Benefit at Consumers’ Expense

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