Author: Jason Benderly

AGMR US LI: Strong Domestic Demand Growth

Nonfinancial Corporate Profits – The Peak Is Near

US Summary: Stronger Growth Should Continue

Recession Forecasting (Part 1): The Road to Recessions (August 2018)

Bad News for the US Economy and Markets: Productivity Trend Still Low, Unit Labor Cost Growth Sharply Higher

US Summary: Stronger Growth Now and Stronger Forecast (July 2018)

2018 Benchmark Revision: Significant Boost to the Consumer Spending Outlook; Weaker Corporate Balance Sheets

Core PCE Inflation Moving Above 2.0%y/y, but Only Temporarily (July 2018)

US Summary: Growth Still Strong and Inflation Still Rising (June 2018)

S&P500 Earnings – This EPS Cycle Is (Essentially) Over (June 2018)