Category Archives: Quick Quill

Rent The Rally in Industrial Fundamentals

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Consumer Discretionary Caution Deeply Reiterated

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Middle-income Households Present a Growing Risk to Consumer Spending

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Consumer Price Shock Disproportionately Hits Small Businesses

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CPI To Test the Margin Squeeze Narrative

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Underemployment to Further Pressure Wage Disinflation

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Thursday’s Data Should Encourage Fed Hawks

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The Household Survey Trumps its Establishment Counterpart

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Travel Pessimism Flags Margin Squeeze and Core Service Disinflation

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Global Stagflation Puts M&A and Financials in the Firing Line

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