The Numbers
US Housing Weakness Adds To Growth Concerns
Weak housing data reinforces our defensive positioning, as recession odds remain underpriced in risk assets. US housing starts fell sharply, declining a larger-than-expected annualized rate of 11.4% in March after a 9.8% rebound in February, which was driven…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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