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US Macro 2019
US Retail Sales – Recession, Growth Pause, Neither?
All Relevant Data Signal Rising US Wage Growth in 2019
S&P500: A More Rapid Slowdown in Sales and EPS
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?
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