Category Archives: Quick Quill

Defense Spending Can’t Offset Fed Misfires

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The Treasury Curve’s Tighter Financial Conditions Risk a Growth Downgrade

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Higher Capacity and Cost Pressures Ignite Investors’ Worries About Disorderly Rate Moves

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The Fed’s Misguided Vigilance Amidst Slower Growth Reinforces Our Curve Flattener Call

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Elevated Discretionary Travel Pressures Increasingly Cast Rate Hike as a Policy Error

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Evidence Continues to Mount on the Turn in AI Invest

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Upstream Inflation Points to Downstream Margin Pressures as Housing Weakness Deepens

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Raw Retail Data Defy Warsh as Homebuilders Flag Accelerating Shelter Disinflation

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Empire Capacity Pressures Suggests Yesteryear’s Fed Will Not Be One and Done

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Fed Hike Poised to Deepen Economic Stagnation

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