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US Macro
US Summary: Stronger for Longer Continues to Delay Recession
US Inflation: The Hard Part Will Be Getting Below 3%
US Consumer Spending: Weak in 2024
US Summary: Is the Recession Cancelled?
A US Soft Landing Will Crush Profits … Making It Unlikely
US Summary: Recession Clock Continues to Stall
US Labor Market: Why is Employment Growth so Persistent?
US Summary: Slowing Towards Recession
US Summary: Slowing Slowly
The Risk of a US Fiscal Calamity
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