Economic Data
Inflation
Capacity and Inflation
Disinflation Remains
Jobs
Tax Cuts and the Impact (i.e. Cost) per Job
Where's that Job Recovery?
Eventually, Labor Will Be Needed to Meet Output
Companies Increasingly Looking to Hire
Global Recovery
Global Rebound Taking Form
Leading Indicators Strong in November
Personal Income Rebound is Widespread
Other
Nominal Matters: Retail Edition
Inventory Build? Nope...
The Consumer Credit Split
More on Consumer Credit
Assets / Investing
New Home "Pipeline" Lowest Since 1961
When Will the Fed Hike?
The High Yield One Way Ride...
Reach for Yield... Muni Edition
Housing and Inflation
Inflation
Capacity and Inflation
Disinflation Remains
Jobs
Tax Cuts and the Impact (i.e. Cost) per Job
Where's that Job Recovery?
Eventually, Labor Will Be Needed to Meet Output
Companies Increasingly Looking to Hire
Global Recovery
Global Rebound Taking Form
Leading Indicators Strong in November
Personal Income Rebound is Widespread
Other
Nominal Matters: Retail Edition
Inventory Build? Nope...
The Consumer Credit Split
More on Consumer Credit
Assets / Investing
New Home "Pipeline" Lowest Since 1961
When Will the Fed Hike?
The High Yield One Way Ride...
Reach for Yield... Muni Edition
Housing and Inflation
And your song of the past (two) week(s)... The Flaming Lips with 'Do You Realize?'
Do You Realize - that everyone you know someday will die
And instead of saying all of your goodbyes - let them know
You realize that life goes fast
It's hard to make the good things last
You realize the sun doesn't go down
It's just an illusion caused by the world spinning round
Indeed...
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