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US Economy | Half-Time Score | Trade Signals

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In this update, we'll revisit the U.S. macro outlook to establish a baseline scenario and assess associated risks. We will refer to the most current views of Jan Hatzius, Craig Reynold, and Alan Brazil. Although the three are former colleagues, their opinions ove...


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US Economy | Half-Time Score | Trade Signals

Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman