Macro Shots

US Housing Market Continues to Remain Dislocated – 26-Jun-2025

Author d / July 31, 2025

US Student Loan Delinquencies – Back After a Break – 19-Jun-2025

Author d / July 31, 2025

US Labor Market: Moderation Under the Hood – 12-Jun-2025

Author d / July 31, 2025

US: The Immigration Impact Is Brewing – 05-Jun-2025

Author d / July 31, 2025

No Consolidation + Tax Cuts = Unsustainable US Fiscal Path – 29-May-2025

Author d / July 31, 2025

US tariff revenue: Higher but is it good enough? – 22-May-2025

Author d / July 31, 2025

The Surge: US Corporate Profits – 15-May-2025

Author d / July 31, 2025

US tariffs: What drives the inflation passthrough? – 08-May-2025

Author d / July 31, 2025

The Fed ‘put’ and the recent inflation experience – 30-Apr-2025

Author d / July 31, 2025

Until Liberation Day do us part! – 24-Apr-2025

Author d / July 31, 2025