The October inflation data look — for now — to be returning to goodness Gerard MacDonell November 13, 2024 2:29 PM
Bloomberg and WSJ are both totally missing the point on the CPI Gerard MacDonell November 13, 2024 9:58 AM
Market is probably right to think that the measured core inflation we do have is largely about sticky trailing government rents Gerard MacDonell November 13, 2024 9:38 AM
October Senior Loan Officer Opinion Survey (SLOOS) Shows a Credit Tightening Cycle That’s Still Winding Down Peter Williams November 12, 2024 4:10 PM
