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US Macro
US Outlook: A Growth Recession in 2023
AGMR US LI: Weak Growth Ahead with Risk of Mild Recession
US Summary: Consumers Are Still Spending
US Summary: Manufacturing ISM Declining to 50 By Year End
US Inflation: Wage-Price Spiral Will Keep Inflation High
US Corporate Profits: The Turning Point for Margins
US Summary: Powering Ahead Despite Inflation Shock
US Recession Indicator: No Recession Despite Inflation Shock
Monetary Tightening Will Have Little Effect on US Growth in 2022
How the War in Ukraine Changes Our Macro and Market Outlook
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