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US Macro 2024
US Summary: A Few More Rate Cuts
Immigration Policy: Is the US headed for 1-11⁄2% trend growth?
The Global Economic Impact of Tariffs in a 2nd Trump Administration
US Summary: Bifurcated Data
Is US Monetary Policy Tight?
US Summary: Stronger Data
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?
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