Election Uncertainty Collides with Auto Sector Certainty

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Too High for Too Long Taking Victims

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Consumers Not Holding Out for A Hero

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Accept Lower Rate Expectations’ “Promise” at Your Own Risk

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Saturday Intelligence Briefing — Paying the Consequences of Consumption

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The Economy is Not a Hallmark Movie

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GDP and Jobless Claims Mask Growing Disinflation Pressuring Both of the Fed’s Mandates

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The Knights of CFOs’ Most Pressing Concerns

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CFOs Flag Downward Revisions to 2023 GDP and a Continued Primary Focus on Cost Cuts

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The Weekly Quill — Paying the Consequences of Consumption

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