US Macro 2023

US Summary: Still Moderate Growth

US Summary: Unemployment Hits the 0.5% Threshold

AGMR US Leading Indicator: Close to Recession Level Far Into 2024

US Summary: The Interest Bill Increases – Again

US GDP vs GDI: The Missing $500bn and The Economic Outlook

US Summary: Stronger for Longer Continues to Delay Recession

US Inflation: The Hard Part Will Be Getting Below 3%

US Consumer Spending: Weak in 2024

US Summary: Is the Recession Cancelled?

A US Soft Landing Will Crush Profits … Making It Unlikely