Category Archives: Quick Quill

The Fed’s Blinder Bull Flattened the Curve

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WTI Poses Marginal Risk to Consumer Discretionary

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June Rate Cut Odds Pricing is Too Low

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Permanent Job Losers Flag Recessionary Scarring

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Rising Unemployment Risks Will Embolden Treasury Bulls

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Go Long Shorter Duration

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An Income Shock Will Manifest as Deflation

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Rent Any Risk Asset Rally

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Reality: High-Income Sentiment is Highly Correlated to PCE

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Upping the Ante on the Risk to Cyclicals

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