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Housing
•
4 min read
Mortgage Apps: Holding Below 7%
Model Portfolios
•
3 min read
US Yield ETF Portfolio
Technical Analysis
•
16 min read
Top Charts: QQQ Bull Trend Getting Concentrated
Housing
•
4 min read
Housing Starts: Upside Surprise
Macro Views
•
25 min read
Macro Views: Push-Pull
US Rates
•
5 min read
US Rates: Fed Focused On CPI, Risks Policy Error
Weekly
•
4 min read
US Economics: Inflation Might Be Falling Fast
Consumption
•
3 min read
Consumer Sentiment: Rebound on Lower Inflation Expectations
Monetary Policy
•
3 min read
Fed BS: QT & TGA Dominate
US Economics
•
4 min read
Retail Sales: Real Negative
Manufacturing
•
6 min read
Manufacturing: Hard Data Confirms Soft
Labor
•
2 min read
Jobless Claims: Hold Near Cycle Highs
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T.J. Connelly, CFA, CMT, Head of Research
131 posts
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US Economics
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Weekly
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Labor
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