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US macroeconomic research covering inflation, employment, Federal Reserve policy and their implications for equity and bond markets. Publishes economic forecasts and interpretations that often challenge consensus, with Substack articles complementing a separate premium report service.

US macroeconomic research covering inflation, employment, Federal Reserve policy and their implications for equity and bond markets. Publishes economic forecasts and interpretations that often challenge consensus, with Substack articles complementing a separate premium report service.