A Change is Gonna Come

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On the Ground Data Flag an Increasingly Stretched U.S. Consumer

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Saturday Intelligence Briefing — 4.18.26

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The Weekly Quill — Doubling Down – Gambling on the Future of Americans’ Retirement

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Building a Better Parachute

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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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