An admittedly speculative aside on Phase II of the deposit story Gerard MacDonell March 30, 2023 4:10 PM
The (underlying) margin compression has begun and should continue gradually, barring recession Gerard MacDonell March 30, 2023 4:00 PM
Equity valuation is not extreme, but nor does it provide much insulation from this cycle Gerard MacDonell March 29, 2023 2:07 PM
The middle up view predicts lower but still too high inflation Gerard MacDonell March 27, 2023 2:55 PM
The policy “leaders” are understandably having trouble being direct Gerard MacDonell March 26, 2023 2:31 PM
