Macro and Markets

This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.

Investment Industrial Policy Macro and Markets

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Watch For Takeoff in Aircraft Investment

Alex Williams — 6 min read

Lately, everyone has been looking closely for reliable recession indicators. We have been as well, but when we look at the overall labor market and investment picture, more and more things seem to be saying “No Recession.”

Core Services Ex Housing Industrial Policy Industrial Production Macro and Markets Semiconductors Supply Chains

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