Chomping at the Bit

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Home Price Pressures Not Abating

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Keep Calm and Carry On

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Reiterating Caution on Consumer Discretionary

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An Unsolved Italian Murder

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Multiplying Great Recession Labor Market Parallels Magnify the Fed’s Policy Error

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Saturday Intelligence Briefing — 3.7.26

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The Price Is Right

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Cyclical Factors Are Driving Layoffs with Leisure and Hospitality Particularly Vulnerable

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The Weekly Quill — Reversion to Dream — The Path to U.S. Housing Normalization

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