Category Archives: Quick Quill

Even Without Higher Pump Prices, Supply Building and Demand Faltering

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Recession Risk is the Value Trade

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Long energy, Short consumer discretionary

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Data Validate Industrial Recession Call

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Consumption Flashing Contraction

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Consumer Tapping Out

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The Rising Safety of Safe Havens

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Services Discretionary Spending the Latest in the Crosshairs

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Dollar Bulls, Euro Bears

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Households Signal Recession

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