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Growth Has Slowed
Could the market be overestimating the chances of a soft landing?
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Done with the Noise
Four years since the outbreak of the pandemic, we're through the COVID noise
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Likely Peak
However, the economic outlook is uncertain
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Most Popular
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Soft Landing
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Game On?
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Challenging and Fluid
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Likely Peak
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No Recession?
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2
Stickier than Expected
The CPI-U increased 0.4% in February on a seasonally adjusted basis
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Well Above Neutral
Interest rates right now are into restrictive territory
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1
In Good Shape
Consumer confidence is up and consumer spending remains robust
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Still Strong
The American consumer's ability to borrow is still there and activity levels are high
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1
Doing Pretty Well
Inflation has moderated but wage inflation is still sticky
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Subprime Signals
Listen now | Episode 112
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8:09
Positive Outlook
2024 appears to have a more stable outlook than expected a few months ago
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Weekly Quotes from Earnings Calls
Recommendations
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Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Mostly metrics
Mostly metrics
CJ Gustafson
OnlyCFO's Newsletter
OnlyCFO's Newsletter
OnlyCFO
Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
Rob's Educated Guesses
Daily Chartbook
Daily Chartbook
Daily Chartbook

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