The data have quietly shifted a bit in favour of the stronger wage side Gerard MacDonell August 20, 2021 7:13 PM
Revisiting the inventory cycle and finding a benign influence Gerard MacDonell August 19, 2021 3:33 PM
Little surprise in the Fed’s manufacturing report, although it “beat” Gerard MacDonell August 18, 2021 3:17 PM
Housing data suggest economic growth moderation but probably not weakness Gerard MacDonell August 18, 2021 12:43 PM