Category Archives: Quick Quill

Stay Hawkish the Fed Despite Disinflationary Labor and Housing

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Margin Squeeze Reinforced in Distribution Channel

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Recessionary Labor Market Flows Won’t Compel the Fed to Ease Until Financial Conditions Tighten

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Revelio’s NFP Bull Case Would Be a Volatility Event

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Peace Rally Overdone in Consumer Discretionary and Hotels

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Factory Cooling Reiterates Profit-Taking Conviction on Long Cyclicals

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Warsh’s NFP Skepticism Validated by Sum of States’ Data

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Take Profits on Long Cyclicals as Peak Manufacturing Nears Amidst Below-Normal Spending and Income

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S&P Global Shows Price Instability Colliding with Maximum Employment Failure

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Utilities Benefit at Consumers’ Expense

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