Category Archives: Quick Quill

CEOs and Big Data Herald Rising Joblessness and Lower Rates

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Asymmetric Housing Risks Defy the Fed’s Dual Mandate

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Higher Conviction for a Bull Steepener

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Third Quarter Risks for Capex and Consumers Emerging

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Neither Trump nor Powell Has a Labor Market Data Leg on Which to Stand

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Lower hurdle for a NFP downside surprise means volatility looks relatively cheap

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Rate Asymmetry Heading into Friday’s Job Report

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Prepare for a Dovish Hold

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Higher Inflation Expectations Clashing with a Margin Squeeze and Below-Trend Growth Risks in the Lone Star State

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A Public Beratement Doubles Down on the Fed’s Policy Error

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