Category Archives: Quick Quill

House and Rent Price Declines Support Higher Rate Volatility

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Unemployment Risks Defy a Mild Consensus

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Labor Downside Outmuscling Upside Risks to Inflation

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State-Level Aggregated Payrolls Flag a Negative Payrolls Print in June’s Second Revision

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Labor Market Data Provide Ample Evidence for Powell to Signal the Onset of an Easing Cycle

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The Housing Sector Can’t Wait for the Fed

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Supply Chain Volatility and Weakness in Upstream Chemicals Flag PMI Downside

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Home Sellers Continue to Bleed Pricing Power

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Mixed Macro Messages on Capex and Consumers Cloud Rate-Cut Path

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Tariff Pass-Through Overshadows Bearish Capex

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