Author: Jason Benderly

US Summary: Goldilocks Again, Except for Profits

US Recessions: Tracking Hard Data in Real Time

US Recessions: Near-Term Warning Indicators

US Summary: Stable Growth Despite Weakening ISM

AGMR LI: Stronger US Domestic Private Demand Growth

US Summary: Stable Growth for Broad Economy

Core Inflation Should Stay Stuck in A Narrow Range

US Summary and Forecast Update

AGMR US Leading Indicators: Impact of the Benchmark Revision to US National Accounts

2019 Benchmark Revision: A Boost to Consumer Indicators but Much Weaker Corporate Balance Sheets