Upside Economic Surprises Losing Traction

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Manufacturing and Construction Payrolls Flag Downside Risks

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R.I.P., King Arthur

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No Man (or Country) Is an Island

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Global Trade Weakening in Train Long Before Fresh Tariff Impositions

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Saturday Intelligence Briefing — 11.30.24

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Turkey Drop

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Massive Downward Revisions to Disposable Personal Income Threatens the U.S. Holiday Shopping Season

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A Cornucopia of Side Data

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Disinflationary Narrative Gets a Bottom-Up Boost

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