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All Reports:

Neutral Estimates Will Keep Drifting Higher + Rates Vol is Structurally Elevated

Peter Williams May 16, 2025 10:24 AM

Be Careful Pressing Lower 1-yr Yield Positions While the Consumer Remains Strong + a Longer-Term USD Headwinds

Dennis DeBusschere May 16, 2025 8:38 AM

The retail trade report is mostly a reminder to do some perfunctory updating of the real PCE trend

Gerard MacDonell May 15, 2025 12:44 PM

Chair Powell Bids F.A.I.T. Adieu

Peter Williams May 15, 2025 10:35 AM

Please see the humor in this month’s Core PCE Price estimates from the wise guys

Gerard MacDonell May 15, 2025 10:11 AM

Quick comment on Powell backing away from the 2020 framework

Gerard MacDonell May 15, 2025 9:49 AM

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