The ECI beat and the underlying situation is serious. But the beat was not substantial. Gerard MacDonell July 29, 2022 9:24 AM
The high core PCE deflator read was not just non-market price noise Gerard MacDonell July 29, 2022 8:56 AM
Markets More Fairly Priced Relative to Recession Risks Ahead of Important Macro Data Dennis DeBusschere July 29, 2022 7:50 AM
There is not much news in the GDP release, but the National Accounts do allow us to monitor some slowly evolving themes Gerard MacDonell July 28, 2022 2:47 PM
Fiscal Policy: Manchin-Schumer Compromise Has More Momentum Than Risks Kim Wallace July 28, 2022 8:06 AM
