Revised productivity and cost data suggest cyclical margin squeeze is playing out in slow motion Gerard MacDonell March 2, 2023 2:33 PM
Background and political: The Trump-Biden fiscal disaster is so obvious it probably didn’t even happen Gerard MacDonell March 2, 2023 7:18 AM
ISM and regional Fed’s provide further evidence manufacturing soft spot was just that Gerard MacDonell March 1, 2023 11:38 AM
Observed rent inflation is apparently running into “resistance” at zero Gerard MacDonell February 28, 2023 4:57 PM
