February 12, 2024 Addicted to Debt

February 5, 2024 A Blow Out Number

January 29, 2024 The Recession That Didn’t Come!

January 22, 2024 The Dark Side of Record High Home Prices

January 16, 2024 The Devil is in the Details

January 08, 2024 A Truly Depressing Achievement

December 18, 2023 The Case for 1% Inflation

December 11, 2023 Less than Meets the Eye

December 4, 2023 Preparing for the Pivot

November 27, 2023 Bonds Will Have More Fun!

November 20, 2023 A Regime Change?

November 13, 2023 Credit Drives the Economy

November 6, 2023 The Summer Party Is Over

October 30, 2023 As Hot As It Gets

October 23, 2023 Housing Weeps While Retail Laughs

October 16, 2023 Delayed, but Not Cancelled

October 10, 2023 A Unicorn

October 2, 2023 Consumer Frugality and Fragility

September 25, 2023 The Fiscal Masquerade

September 18, 2023 A House of Cards

September 11, 2023 Have We Seen This Movie Before?

September 5, 2023 Jolted!

August 28, 2023 A Tale of Two Housing Markets

August 21, 2023 The Consumer Strikes Back!