US Macro 2024

US Housing: Affordability, Rates and Demographics

What Does the Services ISM Actually Measure?

US Summary: The Neither/Nor Economy

US Labor Market: Does Rising Unemployment Imply a Recession?

US Inflation: Death or Hibernation?

DM Economic Update: Recession Risk

US Summary: Smells Like Recession

US Summary: Plot Twist – Recession Risks Are Increasing

US and Euro Area AGMR LI: Signals Improve Slightly

US Summary: An Unsettled – and Unsettling – Data Picture