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US Macro
First Effect of Tax Reform on Profits (March 2018)
The Data That Best Predict US Wage Dynamics (March 2018)
When the Interest Rate Tide Goes Out Part 2: Rising Rates and Corporate Balance Sheets
US Monthly Summary: Hard Data vs Surveys (February 2018)
When the Interest Rate Tide Goes Out (Part 1) – US Housing (February 2018)
How to Interpret Recent Trends in US Wage Measures February 2018
2018 Budget Act: Significant Boost to GDP Growth
What Might Go Wrong for Our 2018 Outlook
Potential Boom-Bust for Corporate Profits and S&P Earnings (February 2018)
The US Inflation Conundrum About to End January 2018
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