Category Archives: Quick Quill

GDP and Jobless Claims Mask Growing Disinflation Pressuring Both of the Fed’s Mandates

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CFOs Flag Downward Revisions to 2023 GDP and a Continued Primary Focus on Cost Cuts

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Spreading Job Market Weakness Augurs Lower Short Duration Yields

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The Global and U.S. Factory Sectors Are Underpricing Rate Volatility

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Framing the Income Shock Through the Lens of Residential Real Estate

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Initial Claims Dictate Patience in Buying Treasuries on the Dip

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Fed Projects Goldilocks. Good Luck with That.

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Aggressiveness Today IS Gradualism

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Scratching Empire’s Surface Misses Underlying Details Pressing Fed to Go Big

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U.S. Household Income Expectations Collapse for a Record Stretch

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