Category Archives: Quick Quill

Shelter Disinflation Quickening as Labor Weakness Spreads to the Full Economy

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Disinflationary Theme Manifest in Transportation and Global Supply Chain

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Mortgage Bankers’ Price & Growth Risks Up the Probability of a Fed Rate Cut

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ADP and NFIB Underpin the Bull Steepener Call

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Small Business America Signals Cooling Growth, Wages and Prices to Fed Officials

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Americans’ Perceptions of Recession Hit Record High

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Labor Leaning Risk-Off

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Making the Case for Consumer Discretionary Bears

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Volatility Remains Cheap

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Beneath the ISM Headline Lies Evidence Bolstering the Case for Higher Rate Cut Probabilities

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