Thru the Cycle
John LonskiJohn Lonski's take on the financial markets.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 188 | Subscribers | Read | thruthecycle.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Thinnest Yield Spread for Baa-grade Corporate Bonds since 1978
Jobs growth slows but real economy accelerates …
Consumers Keep Spending Despite Meager Jobs Growth and Downcast Sentiment
Upbeat retail sales diverge from downbeat payrolls growth …
Fewer Jobs and Higher Prices Sink Consumer Sentiment
Early September’s consumer sentiment index was in the bottom 1.5% of all monthly readings beginning in January 1978. And that is nothing less than stunning given August’s historically low 4.3% jobless rate. America, we have a problem.
Margin Compression Trims August PPI
A tragic day for Charlie Kirk. A tragic day for the freedom of speech. A tragic day for inquiry. All the more reason to speak one’s mind with civility and all the more reason to question. Sticks and stones will break my bones, but words wil...
Authors
The writers behind this newsletter.
financial economist. data sleuth.
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