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Economy
Why the US upswing will endure and how this business cycle ends
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Handicapping the logic behind predictions for a recession by 2020
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Why I am more worried about Europe than the US
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Lines drawn in predictions for a recession by 2020
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GDPNow at 4.7% on the back of bullish ISM manufacturing data
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Weak services ISM causes angst about trade wars
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Atlanta Fed GDPNow tracker at 5.0% for Q3
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More on GDP revisions, personal savings rates and how the sausage gets made
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GDP revisions and the US personal savings rate
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US GDP figures, more on the US and EU vs China, and social media’s comeuppance
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