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US Macro
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
US Summary: The Russian Oil Crisis
US Labor Market: Don’t Count on an Improving Participation Rate
US Summary: Relentless Inflation
The Seven Forces Shaping US Growth in 2022
The Federal Reserve Will Have to Induce a Recession
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