I would not dismiss GDI or its impact on GDO, even though my central case macro view might make that convenient Gerard MacDonell August 31, 2023 1:29 PM
Real PCE slightly beats and was outright quite strong. Q3 on track for 4%+. Gerard MacDonell August 31, 2023 9:39 AM
The cyclical margin squeeze continues to play out slowly — obscured by many sources of noise, both ways Gerard MacDonell August 31, 2023 6:39 AM
Gross domestic income is irritating — and probably net dovish Gerard MacDonell August 30, 2023 1:53 PM
