Category Archives: Quick Quill

The Illusion of Consumer Resilience is Nominal, Not Real

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Labor Slack Narrative Supported by Rising Wage Disinflation Signals

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On the Ground Data Flag an Increasingly Stretched U.S. Consumer

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Reduced Capacity Pressures Risk Further Wage Disinflation

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Add Manufacturers and Homebuilders to the Cohort of Those Suffering Margin Squeeze

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Existing Home Sales and Home-Related Spending Will Drag on Second-Quarter GDP

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Main Street Slack Displays the Margin Squeeze Revival

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Discretionary Spending Risks Climb the Income Ladder

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Logistics Shock Could Twist the Curve

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Ceasefire Relief, but Caution Persists on Consumer Discretionary

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