Category Archives: Quick Quill

Homebuilder Woes Mounting

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Discretionary Spending in the Bullseye

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Outlook Gap Points to a Steeper Yield Curve

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Public Sector Cuts Threaten to Deepen Private Sector Recession

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The Job Market Has Broken Before Tariffs Can Begin to Pressure Prices Upwards

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No Reprieve for Housing

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Stagflation Risks Flare in the Empire

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Retail Weakness is Punctuated by Recessionary Household Deleveraging

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Household Distress Hitting Prior Peaks Ahead of Public Job Sector Cuts

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Higher for Longer Increasingly Impairing Rate-Sensitive Sector Pricing Power

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