Folks in the tails should update their Q3 PCE estimates, but those paying attention probably won’t change much Gerard MacDonell September 14, 2023 12:45 PM
Investors Focused on CPI Setup Into October + Implied Equity Duration Dennis DeBusschere September 14, 2023 8:15 AM
The lagging government rent figures are converging with marginal rents, in rate of change terms Gerard MacDonell September 13, 2023 12:40 PM
