Category Archives: Quick Quill

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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Payrolls Revision Signal Recession Began in Early 2024

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Private Non-manufacturing Payrolls Face a Key Test

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Stronger M&A Cycle Enriches Dealmakers

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Priced-for-Perfection Home Builders Risk Disappointment

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Tariff Hysteria Aside, Leading Data Point to Disinflation

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