Archive - Weekly Relative Value
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!