US Macro 2022

US Outlook: A Growth Recession in 2023

AGMR US LI: Weak Growth Ahead with Risk of Mild Recession

US Summary: Consumers Are Still Spending

US Summary: Manufacturing ISM Declining to 50 By Year End

US Inflation: Wage-Price Spiral Will Keep Inflation High

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