Sitemap - 2022 - Macro4Micro
Hard or Soft Landing? Part 3: The “Capex” Lines
How Do You Like Your landing? Hard or Soft? Part 2
How Do You Like Your Landing? Hard or Soft? Part 1
Existing Home Sales – Hammer Meets Nail
Home Starts - Will Housing Nerves Infect Multifamily?
State of Trade: The Big Picture Flows
Capacity Utilization: Grinding Not Fading – Yet
Fed Funds vs CPI: Narrowing of the Gap
Inflation: November Big 5 Buckets and Add-Ons
Risk Trends: The Neurotic’s Checklist
UST Slope Update: Some New Inversion Highs
Jobs Conundrum: Good is Bad, Bad is Good
Jobs and the Fed: JOLTS Gets Heavy Powell Focus
The Used Car Microcosm: Industry Comment
New Home Sales - Now the Leaves are Falling Fast
The Speculative Grade Divide: BBB vs. BB Differentials
Existing Home Sales - Supply Swing Factor
Homebuilder Fits, Starts and Permits
Capacity Utilization: Durables Still Steaming Along
High Grade Spreads: Defense on the Field
Credit Allocation Decisions: Fish Selectively, Stay Above Water
CPI: The Big 5 Buckets and the Add-Ons
Elections and Markets: I'm Not Dead Yet
Old Time Risk: HY Season Faces Challenge
High-Speed Inversion Gains Altitude
Fed Funds: Language and the Wicked
Wild Transition Year: The Chaos of 2007
Fed Funds vs. PCE Price Index: What is Normal?
Greenspan’s Last Hurrah: His Wild Finish Before the Crisis
Homebuilders from the Horse’s Mouth
3Q22 GDP: It’s the Big Little Things
Greenspan’s First Cyclical Ride: 1987-1992
Freight and Logistics: Industry Comment
Fed Funds, CPI, and the Stairway to Where?
The Cash Question: 3M-5Y Yield and Slope
Bear Flattener: Today vs. 1994 and Aftermath
Capacity Utilization: No Recession Numbers Yet
Automotive Inflation: More than Meets the Eye
House of Pain: Markets Jump Around
UST Curve History: Credit Cycle Peaks
Fed Funds-CPI Differentials: Reversion Time?
Expansion Checklist: Recoveries Lined Up by Height
Business Cycles: The Recession Dating Game
Unemployment, Recessions, and the Potter Stewart Rule
Misery Index: The Tracks of My Fears