Category Archives: Quick Quill

Go Long Shorter Duration

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An Income Shock Will Manifest as Deflation

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Rent Any Risk Asset Rally

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Reality: High-Income Sentiment is Highly Correlated to PCE

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Upping the Ante on the Risk to Cyclicals

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Handicapping the Global Recession with PMIs

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Regional Fed Surveys Reach a Tipping Point

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Higher Conviction for Short-Duration Yield Rally

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Leading Chemicals and Housing Sectors Buckling

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More Outlooks Yet Are Collapsing. Fade Retail Sales’ Gain.

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