US Macro 2025

US Summary: Weakness Under the AI Shine

US Summary: Labor Market Continues to Slide

The AI Investment Boom: Strong…but Narrow

US Summary: Flying Blind

US Summary: The Labor Market Continues to Roll Over

Why is US Consumer Spending Growth Slowing?

The US Immigration Decline Could Trigger a Housing Recession

US Manufacturing ISM: Weak But No Disaster

The US Edges Further Towards a Recession

US Labor Market: Winter is Coming