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14th Mar 2024 20:00US, Weekly Monitor

  • The shrinking stock of excess savings has exposed most households and small firms to the Fed’s hikes…
  • Recent evidence of slowing growth is not yet definitive, but it has our attention.
  • Nothing would shift market expectations of faster easing than a clear softening in payrolls; is it coming?

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Keywords for: 18 March 2024 US Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence