Inflation Fear Is Powell Paranoia in Drag

Posted on October 9, 2023October 8, 2023

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State and Federal Tax Receipts and Layoffs Confirming Labor Market Weakness

Posted on October 6, 2023October 5, 2023

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Payroll Weakness Spreading

Posted on October 5, 2023October 4, 2023

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Questioning JOLTS’ Efficacy

Posted on October 4, 2023October 3, 2023

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ISM Supports Higher Yields for Now, Rate Volatility and QI’s Global Recession Call

Posted on October 3, 2023October 2, 2023

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Data Inconsistencies Will Be Resolved

Posted on October 2, 2023October 1, 2023

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Macro Data Universally Negative and Being Revised Down

Posted on September 29, 2023September 28, 2023

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Fundamental Disconnect with Higher Rates 2.0

Posted on September 28, 2023September 27, 2023

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The Consensus is Defying the U.S. Consumer

Posted on September 27, 2023September 26, 2023

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Fundamentals Take a Back Seat

Posted on September 26, 2023September 25, 2023

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