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Recession-Hard/Soft Landing

European Flash PMIs Beat Expectations Yet Remain Weak…
US Durable Goods Orders Disappoint…
Repairing Eurozone Confidence…

We investigate the recent increase in unemployment with the goal of determining whether it is flagging an imminent US recession.

Proceeding Carefully…
On Shifting Market Narratives…
Mid-Caps Are More Financially Stable Than Small-Caps…
US LEI Continues To Signal Recession Ahead…
Taiwanese Export Orders: Signal Or Noise…
On The Underperformance Of Palladium Versus Platinum…