Category Archives: Quick Quill

Bearish Bonds Should Higher Inflation Risks Outweigh Lower Growth Risks

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Beware of Higher Spending Outlooks Underpinned by Higher Prices, Not Labor Fundamentals

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Main Street Signaling Adds to the Wider Wage Disinflation Narrative

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Volatility Looks Cheap

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Has September Rate Hike Probability Peaked?

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Disinflationary Fundamentals Being Overshadowed by Higher Oil Impulse

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Resurgent Energy Prices and Imported Chinese Inflation Bolster Rate Hike Probabilities

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The Fed Roundly Ignored Fresh Data Defying its Hawkish Narrative

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Unemployment’s Asymmetric Risks Dictate Investors Price Out Tightening

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Consumer Caution Reiterated by Core PCE and Spending Trends

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