Autos have some potential to offset *part of* the loss of peak inventory impetus Gerard MacDonell October 12, 2021 12:42 PM
Maybe Treasuries will seem less one way for a bit, but duration remains a poor bet Gerard MacDonell October 10, 2021 1:42 PM
It is hard to score the employment report or to update the macro take much on the basis of it. I guess I would say we are a bit closer to full employment Gerard MacDonell October 8, 2021 10:06 AM
