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US Macro
US Summary: Delayed Data and A Lot of Noise, but Relatively Stable Macro Economic Conditions
Update on US Fiscal Policy – Continued Stimulus in 2019
US Business Equipment Outlook – Slower Growth in 2019-20, but No Recession
US Summary: Domestic Demand OK, The ISM Down
The ISM Sentiment Bubble Finally Bursts – What is Next?
Why We’re Not More Pessimistic about US Consumers
US Summary: Big Drop in Headline Inflation on The Way (November 2018)
Core Inflation Should Keep Slowing in 2019 (November 2018)
US Monthly Summary: Slightly Less Positive Signals in the Past Month
Forecasting US Recessions (Part 2) – It’s Housing and Consumer Spending
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