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 : DUE TO GOVERNMENT SHUTDOWN MANY REPORTS AND DOWNLOADABLE EXCEL FILES ARE NOT BEING UPDATED.