Wednesday, January 3, 2024

all economic indiactors showing a slowdown in US economy ...

confirmed by lower int rates ... can we avoid a recession or is it a soft landing ..?

For sure no one is talking about it ... but everyone did last year and market returned 20+% ... why ?

because all prognosticators were wrong ..!

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CPI came benign ...

either folks are not buying imported stuff which also helps the trade deficit - two birds killed with same stone .. obviously energy being l...