Inflation/Deflation
Bleak Canada Outlook Despite Improving September Data…
TIPS View Change
TIPS View…
The Fed: This Ain’t ‘95…
Our Portfolio Allocation Summary for October 2024.
August Hires And Quits Presage Further Compensation Deceleration…
ECB To Ease More Aggressively Next Year…
ISM Manufacturing PMI Extends Contraction Streak…
Consumer Income And Spending Consistent With Broad Cooling…
Services Inflation Still Too High For October ECB Cut…
We consider the possibility that lower interest rates could lead to an increase in household borrowing, prolonging the economic recovery.