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Author: Carsten Valgreen
US Summary: Oil Shock Timing Bad for Consumers
The Short-Term US Tactical Indicator: March 2026
US Consumer Spending: Cracks are Showing
The Short-Term US Tactical Indicator: Mid-February Update
US Summary: (Non-AI) Capex Turns a Corner
The Short-Term US Tactical Indicator: February 2026
Is the US Labor Market Stabilizing?
The Short-Term US Tactical Indicator: Mid-January Update
US Summary: Strong GDP and a Weaker Labor Market
The Short-Term US Tactical Indicator: January 2026
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