Category Archives: Quick Quill

The Services Spending Holdout is Succumbing to Weakening Job Market

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Housing Recession to Official Recession

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Recessionary and Deflationary Forces Exerting Themselves

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More Runway Needed for Unemployment and Inflation Mean Reversion

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The Recession Play Book Moves to the Next Chapter

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Sell Side in Denial

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Bearish CapEx Outlook

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Deflation Narrative Widening

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Housing Leading Indicators in a Freefall

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The Man & Woman on the Street are Telling Us We’re in Recession

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