The ECI was not a beat, but it just reinforces the case against the Fed changing MUCH Gerard MacDonell January 31, 2023 9:24 AM
ECI is first bit of inflation news recently not to come in dovish Gerard MacDonell January 31, 2023 9:14 AM
Some obvious points about housing have an important link to the Fed debate Gerard MacDonell January 30, 2023 7:22 AM