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US Macro 2023
US Summary: Still Moderate Growth
US Summary: Unemployment Hits the 0.5% Threshold
AGMR US Leading Indicator: Close to Recession Level Far Into 2024
US Summary: The Interest Bill Increases – Again
US GDP vs GDI: The Missing $500bn and The Economic Outlook
US Summary: Stronger for Longer Continues to Delay Recession
US Inflation: The Hard Part Will Be Getting Below 3%
US Consumer Spending: Weak in 2024
US Summary: Is the Recession Cancelled?
A US Soft Landing Will Crush Profits … Making It Unlikely
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