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Growth

 |  Dec 08, 2025
US Activity Update: Even As We Receive More Data, We Remain In A Data Fog - December 8, 2025
by Skanda Amarnath

 |  Dec 01, 2025
US Activity Update: Momentum Is Starting To Take An Adverse Turn Thanks To Retail Sales & Consumer Confidence - December 1, 2025
by Skanda Amarnath

 |  Nov 25, 2025
US Activity Update: The Data Is Back And It Brings Dovish Gifts - November 25, 2025
by Skanda Amarnath

 |  Nov 17, 2025
US Activity Update: Not Much New Data, But Risks Are Tilting Again - November 17, 2025
by Skanda Amarnath

 |  Nov 10, 2025
US Activity Update: Improving Soft Data From ISMs, Stable Jobless Claims Data - November 10, 2025
by Skanda Amarnath

 |  Nov 03, 2025
US Activity Update: No Major News Since Our Jobless Claims Update - November 3, 2025
by Skanda Amarnath

 |  Oct 28, 2025
US Activity Update: Mixed Signals In The Soft Survey Data Leave Our Views Unchanged - October 28, 2025
by Skanda Amarnath

 |  Oct 20, 2025
US Activity Update: The Data We Do Have Does Not Spell Doom - October 20, 2025
by Skanda Amarnath

 |  Oct 13, 2025
US Activity Update: Looking Carefully Through The Data Fog - October 13, 2025
by Skanda Amarnath

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