Category Archives: Quick Quill

Investor Optimism Waning Despite Risky Assets at All-Time Highs

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Let Yields Run Higher Before Buying the Dip

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Fade the “Holiday Week” Fade in Jobless Claims

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The Time is Nigh to Take Profits on Small Caps

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The “Resilient U.S. Growth Narrative” Is Being Stress-Tested

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Aggregate Income Declining as Job Market Scarring Hits Levels Seen at the End of the Great Recession

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Palpable Risk for Downside in Nonfarm Payrolls

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Vol Looks Cheap as Construction and Manufacturing Risks Mount

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Chicago and Dallas Feds Tag Team Higher Unemployment Risks and a Bullish Treasury Theme

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Consumer Spending Slides to Post-Pandemic Low

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