The Hawk’s Comeback for the Ages

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Resurgent Energy Prices and Imported Chinese Inflation Bolster Rate Hike Probabilities

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Being Fashionable? We Would Never Stoop So Low

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The Fed Roundly Ignored Fresh Data Defying its Hawkish Narrative

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Saturday Intelligence Briefing — 8.29.26

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Unemployment’s Asymmetric Risks Dictate Investors Price Out Tightening

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Safety Nets Have Come a Long Way

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The Weekly Quill — Kevin Needs Dolly — The QI Research Inflation Outlook

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No Stunt Driver Needed

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Consumer Caution Reiterated by Core PCE and Spending Trends

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