US Macro 2021

Global Macro Outlook 2022: Overheating

US Summary: Highest Inflation in 30 Years Will Persist

US Consumer Spending: Multiple Cross Currents

US Summary: Overheating

The US is Overheating

Important and Overlooked: The State of the Pre-Covid Economy

US Summary: Too Much Money Chasing Too Few Workers

US Corporate Balance Sheets: As Good as it Gets?

Where are all the Workers?

Updating the AGMR US Recession Indicator