Author: Jason Benderly

US Inflation – February Data Slowing as Expected

US Retail Sales Update – A Brief and Mild Growth Pause

AGMR LI: Still Strong US Domestic Demand Growth in 2019

US Summary: Economic Growth Remains Above the Economy’s Potential Growth Rate

Will Housing Rebound in 2019?

US Retail Sales – Recession, Growth Pause, Neither?

S&P500: A More Rapid Slowdown in Sales and EPS

US Summary: Delayed Data and A Lot of Noise, but Relatively Stable Macro Economic Conditions

Update on US Fiscal Policy – Continued Stimulus in 2019

US Business Equipment Outlook – Slower Growth in 2019-20, but No Recession