Why the Sahm Indicator is a bit further from its trigger than “my” indicator Gerard MacDonell November 6, 2023 3:19 PM
Financial conditions have done a hairpin turn but not eased much Gerard MacDonell November 5, 2023 2:46 PM
Are Homebuilders (and Data) Telling Us the Rates Floor for Housing is Creeping Up? Peter Williams November 3, 2023 1:31 PM
I agree with consensus on the employment report, and here are a couple striking items Gerard MacDonell November 3, 2023 10:08 AM
October Employment Report Comes in Pleasantly Soft, but Don’t Overextrapolate Peter Williams November 3, 2023 9:45 AM
