This slowdown is from a less impressive demand boom than the Q3 GDP figure implies, and it is probably into a soft landing Gerard MacDonell November 30, 2023 1:37 PM
What to Focus on in Europe This Week – Inflation Falling (FAST), a Necessary Downgrade to the German Outlook, and Ever Longer Prospects For a New Unstable Dutch Government Jacob Funk Kirkegaard November 30, 2023 11:52 AM
An Unsurprising October PCE Report is Further Dovish Good News Peter Williams November 30, 2023 9:54 AM
Internal Rotations + Interesting Management Sentiment Setup into 2024 Dennis DeBusschere November 30, 2023 8:38 AM
