Archive | November, 2023

Update on US & Global Economy

Despite all the traditional leading indicators warning of recession for some time now, the US economy seems “robust” with unemployment stubbornly making new lows. We touched on the suspected reasons for this in our public note “The Delayed Recession” which offers the most plausible reasoning for this. However, if we dig a little deeper under […]

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 IMPORTANT : SEE OUR 1Q2025 ECONOMIC WRAP IN THE COMMENTARY SECTION FOR AN UPDATE ON U.S AND GLOBAL ECONOMY AND RISING RECESSION RISKS.