LEVEL of core retail sales in line. Q1 growth estimates RISE slightly on this, most likely. Details to follow. Gerard MacDonell March 16, 2022 9:36 AM
Reduced Tail Risk but the Fed Still Wants Slower Growth & Lower Margins Dennis DeBusschere March 16, 2022 8:10 AM
Quant Market in Numbers: What We Can Learn from Historical Recessions? Dennis DeBusschere & Brian Herlihy March 16, 2022 6:42 AM
Strong goods price inflation, margin expansion reversal and an aside on Ricardian Vice Gerard MacDonell March 15, 2022 12:45 PM
