US Consumer · Hawk Thorne

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6 JulyMacro & PolicyA soft-patch in growth data is building while the market keeps pricing only liquidityHawk Thorne Research 4 JulyMacro & PolicyThe Fed cannot cut on a jobless rate that fell because workers gave up lookingHawk Thorne Research 3 JulyEquitiesThe weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirelyHawk Thorne Research 2 JulyEquitiesAuto earnings are splitting into winners and losers, and the index still can't tell the differenceHawk Thorne Research 2 JulyMacro & PolicyA 57,000 payroll miss just handed the supply-tsunami thesis its first real test, and it's failing on cueHawk Thorne Research 2 JulyEquitiesThe consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing itHawk Thorne Research 1 JulyMacro & PolicyLiquidity is papering over a manufacturing slowdown that spans two continentsHawk Thorne Research