Category Archives: Quick Quill

De-facto 4.3% Unemployment Rate Was No Cause Célèbre

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Jobs Revisions Mock Powell and the Markets

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Recession Risk Remains a Cheap Tactical Play

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Upside Economic Surprises Losing Traction

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Manufacturing and Construction Payrolls Flag Downside Risks

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Global Trade Weakening in Train Long Before Fresh Tariff Impositions

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Massive Downward Revisions to Disposable Personal Income Threatens the U.S. Holiday Shopping Season

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Disinflationary Narrative Gets a Bottom-Up Boost

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An Inverted U.S. Yield Curve Defies Continued Weakening in Capex

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Pricing Power in Services and Recessionary Factory Backlogs Temper Headline Survey Prints

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