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Economic Research

Economic Research:

Technical background: Incorporating into the spreadsheet the lessons from the NTRI discussed yesterday

Gerard MacDonell November 26, 2024 3:00 PM

Rates Trapped Between Two Economies: Housing vs Overall Activity and Sticky-ish Inflation

Peter Williams November 25, 2024 1:17 PM

Probably why Powell sounds cocky about rents

Gerard MacDonell November 25, 2024 1:04 PM

Bessent > Warsh

Gerard MacDonell November 25, 2024 7:53 AM

Quick take on S&P Global flash PMI

Gerard MacDonell November 22, 2024 11:13 AM

Latest Business Trends and Outlook Survey (BTOS) highlights optimism about hiring but also fizzling hiring

Gerard MacDonell November 21, 2024 11:48 AM

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