US Equity and Economic Review: It's a Slowdown, Not a Recession, Edition

     Bearish calls on the US economy increased measurably since the first of the year.  It’s obviously the result of increase market volatility and weaker economic numbers since the first of the year.  But a few key stories this week point to data indicating we’re not in a recession.  While industrial weakness is a primary reason for my recent bearishness, Tim Duy noted that the breadth of weak industrial numbers is very s

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