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The economy is definitely slowing. Last week’s blog reviewed the weakness in the labor market. Recent data suggests some consumer weakness is gathering steam. Consumer credit expanded well below expectations in March and revolving credit (credit card debt) expanded at the… More >>

U.S. companies are finishing Q1 2024 earnings season on a strong note. So far, 80% of S&P 500 companies have announced earnings and they have exceeded expectations. If the 5% growth rate holds, this would be the highest earnings growth rate since Q2 2022 as per… More >>