Category Archives: Quick Quill

Assessing Cyclical Exposures

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Manufacturing Remains a Downside Risk to Payrolls While AI Could Prove a Notable Offset

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Prolonged Unemployment and Falling Rents Flag Building Disinflationary Pressure

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Tariffs on Canada and Mexico Pose an Existential Threat to the North American Economy

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The Fed Holds as Recession Comes into View in Business Employment Dynamics

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Cyclical Forces on Stark Display in Latest Read on U.S. Consumer Confidence

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Key Test for Homebuilding Stocks

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East & West Coast Labor Markets Flag Extreme Labor Market Pessimism

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More Bank of Canada Rate Cuts Required

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Greater Conviction in Powell’s Designated Gauge of Core Disinflation

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