Category Archives: Quick Quill

Core Disinflationary Pressures Far from Exhausted

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Home Price Pressures Not Abating

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Reiterating Caution on Consumer Discretionary

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Multiplying Great Recession Labor Market Parallels Magnify the Fed’s Policy Error

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Cyclical Factors Are Driving Layoffs with Leisure and Hospitality Particularly Vulnerable

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Transportation & Oil Price Shocks Offset by Disinflationary Job Insecurity & Wage Disinflation

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Payrolls Face Downside Risk Given Services Credit Distress

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Tightening Supply Chain Combats Loosening Labor Cycle

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The Credit Cycle Will Be Amplified by AI Fallout

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Payroll Revisions Flash a Default Cycle Warning to Clueless Fed Officials

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