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Week Ahead • 3 min read The Economic Week Ahead: January 6-10 The economic week ahead is chockful of labor market indicators for November and December. We're expecting them to…
Retail Sales • 3 min read Still Betting on US Consumers Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
Inflation • 3 min read Super Macro. Not So Super Micro. Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
