US Macro 2024

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

The Near-Term Recession indicator … and the Unusually Benign Rebalancing of US Labor Markets

Has US Recession Risk Evaporated?

US Consumer Spending: Slowing in 2024

US Summary: The FOMC Inflation Narrative is Challenged