The Numbers
US Recession Signals Flash as Margins Come Under Pressure
Advanced US indicators for April continue to deteriorate, reinforcing our defensive positioning as recession risks remain underpriced. After weak Empire and Philly Fed manufacturing prints, the Philly Fed services survey shows the slowdown is spreading beyond…
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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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