Gosh
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A nice addition for next Monday’s ‘Earnings & Observations’ email to my team.
apr 23, 2025, 8:14 pm • 3 0 • view
Goodness. Uncharted territory.
apr 23, 2025, 10:35 pm • 0 0 • view
That cuts chart is Bespoke COTD material.
apr 23, 2025, 6:28 pm • 3 0 • view
Nah, The Closer
apr 23, 2025, 6:29 pm • 1 0 • view
That’s what I meant.
apr 23, 2025, 6:30 pm • 2 0 • view
Economy is nearly in a recession. And might be in April/May
apr 24, 2025, 5:19 am • 0 0 • view
Has the beige book remained roughly the same length over time? Eyeballing the charts, doesn’t seem like there’s normalization needed (no obvious trend in the business cycle highs for things like “layoffs”), but raw counts can be tricky.
apr 23, 2025, 7:10 pm • 0 0 • view