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The new cautiously optimistic Credit Writedowns in 2020
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Some soft US data doesn’t yet mean recession
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US economic outlook mixed as manufacturing continues to slow
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This jobs report is a game-changer regarding monetary policy. Here’s why
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The US economy is doing fine and the jobs picture is good
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The Downside Risk to the Mid-2019 Macroeconomy
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The Fed basically has to cut now
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Brief thoughts on the jobs report
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Re-acceleration, but for how long?
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I am a true believer in the economic re-acceleration thesis now. Here’s why
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