Producer price inflation is “rolling over” which should initially hurt margins Gerard MacDonell August 11, 2022 11:01 AM
Sequential rent inflation in government data looks to have begun its *slow* fade from the June peak Gerard MacDonell August 10, 2022 9:59 AM
Productivity and cost bring no major surprises, but worth reiterating the background themes briefly Gerard MacDonell August 9, 2022 11:22 AM
