US Macro 2024

US Summary: A Few More Rate Cuts

Immigration Policy: Is the US headed for 1-11⁄2% trend growth?

The Global Economic Impact of Tariffs in a 2nd Trump Administration

US Summary: Bifurcated Data

Is US Monetary Policy Tight?

US Summary: Stronger Data

US Housing: Affordability, Rates and Demographics

What Does the Services ISM Actually Measure?

US Summary: The Neither/Nor Economy

US Labor Market: Does Rising Unemployment Imply a Recession?