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US Macro
What’s Next After the Initial Reopening Rebound?
US Summary: How fast can service spending recover?
The Mother of all US Profit Cycles
US Inflation: Core PCE inflation will spike to 2.25% in 2021
US Summary: Fast Recovery Continues
The Strange Dissonance in US Labor Market Data
The Potential August US Fiscal Cliff
US Summary: Increasing COVID-19 Cases Not Impeding the Sharp and Fast “Mechanical” Recovery
Consumer Spending – The Upside-Down Spending Recession
Is Covid-19 Deflationary or Inflationary?
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