Recession-Hard/Soft Landing
FOMC Minutes: Most Still See Upside Risks To Inflation…
Fading Corporate Pricing Power…
US Small Business Sentiment Deteriorates Again In September…
NY Fed: Near-Term Consumer Inflation Expectations Inch Higher…
Households’ excess pandemic savings will eventually run out, but we continue to disagree with the widespread view that they’re already gone or entirely in the hands of the wealthy. Consumers’ demise continues to be greatly exaggerated.
Blowout US Job Gains…
Rebounding German Factory Orders: False Signal…
Easing UK Labor Market Will Alleviate Wage Pressures…
Introducing A New Real-Time US Recession Indicator…
US Service Sector Activity Decelerates In September…