trend-cycle

Inside The June Payroll Report——-More Of The Same, And Not In A Good Way

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The Ever Disappearing Recovery——-Factory Orders Revised Down By $254 Billion Since 2014

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Mind The Seasonal Maladjustments And Other Statistical Shennanigans—Investment Risk These Days Includes The Census Bureau

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Janet…….We Shrunk The Recovery! Durable Goods Shipments Since 2012 Revised Down By $440 Billion

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Ugly Payrolls——–Nothing’s Changed, It’s Mostly BLS Noise

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Ritual Weakness Is More About The Ritual Than The Weakness

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Inside Q1 GDP——-Worse Than It Looks

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Supply Chain Slump——-Recession By Any Other Name

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Unemployment Rate Doesn’t Fit JOLTS, Either

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Q4 GDP Revisions Leave Nothing Revised

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