Sep 181 minWeekly Economic Report 9.15.23US economic data continued to come in hotter than expected all week – but revisions to previous months’ data left the aggregate outcome...
Sep 121 minWeekly Economic Report 9.8.23This week’s letter is going to be a little different for a number of reasons. First, this is the weekend before September 11th and...
Sep 51 minWeekly Economic Report 9.1.23They say a picture is worth a thousand words, so we start with two that explain our outlook for the world heading into 2024 -- a view we...