Category Archives: Quick Quill

Claims Data Underplaying Upside Risks to Unemployment

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CEO Optimism Backsliding Corroborates an Earnings Season Punctuated by Job Cut Announcements

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Like Corporate Insiders, Consumers Talking a Mean Game Won’t Put Their Money Where Their Mouth Is

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Higher MOVE Flagging Industrial Angst

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Consumer Discretionary: Rate Optimism Collides with Capex Pessimism

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Building Supply-Demand Imbalance Hostile to Home Price Trajectory

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Downward Pressure from Job Postings Counters Rate Momentum

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State-Level Jobs Market Data Back a Curve Twist

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A Jumbo BoC Rate Cut and Trump Trade Should Manifest as a Canadian Yield Curve Twist

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Trump Trade Trumping Fed Easing to Bolster Housing

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