Bagel Bakers Local 338

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City of New Orleans

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Stagflation Risks in Retail

QI TAKEAWAY —  Winners and losers in the retail space should be ranked by stagflation risk. The biggest headwinds are coming from Auto & Home-Related Goods. Tailwinds are in place for Staples and Restaurants. Auto and Home-Related Goods sales fell 4.2% MoM in May,...

Danielle’s Corner 6/16/21

Yesterday’s Liberty Street communique that MBS sales would be piloted twice next week is the most concrete evidence that the Fed has shifted to a tightening stance. MBS QE is a spectacular PR failure as it’s so far gone as to harm homebuyers. No matter how much Powell...

1984: Year of the Commercial

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Make Way for Ducklings

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To the Pennsylvanians

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