Category Archives: Quick Quill

Upstream Inflation Points to Downstream Margin Pressures as Housing Weakness Deepens

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Raw Retail Data Defy Warsh as Homebuilders Flag Accelerating Shelter Disinflation

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Empire Capacity Pressures Suggests Yesteryear’s Fed Will Not Be One and Done

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Fed Hike Poised to Deepen Economic Stagnation

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A Fed Rate Hike Will Break with its Own History

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Bearish Bonds Should Higher Inflation Risks Outweigh Lower Growth Risks

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Beware of Higher Spending Outlooks Underpinned by Higher Prices, Not Labor Fundamentals

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Main Street Signaling Adds to the Wider Wage Disinflation Narrative

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Volatility Looks Cheap

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Has September Rate Hike Probability Peaked?

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