Recession-Hard/Soft Landing
Europe: Disinflation Remains Well On Track…
US: Disinflation Not At Risk For Now, Spending Slows Down…
Strong Consumer Confidence Increases Odds Of A “No-Landing…
The Message From Major US Retailers…
The Risks Of A Fiscal Crisis…
US: Retail Sales And Empire Manufacturing Show Veneer Of Strength…
Executive Summary The US Needs To Reduce Its Primary Budget Deficit By Nearly 4% Of GDP To Stabilize Debt
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Our Portfolio Allocation Summary for November 2024.
Raising Our US Recession Probability Following Trump’s Victory…