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Business-to-Business Activity Was Flying Too High

As we were evaluating the data for US Nondefense Capital Goods New Orders (excluding aircraft), we noticed a discrepancy. The discrepancy in this key business-to-business ...
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Rising Debt, Flat Profits, and the Future

The US government taking on more and more debt is a frequent topic of conversation. Oftentimes, the matter of US corporations being increasingly in debt is also raised. The ...
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A Sign of Life in a Key Nonresidential Construction Leading Indicator

Early in the COVID-19 pandemic, decline was nearly universal in economic metrics across most sectors, including nonresidential construction markets. While most economic metrics ...
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The Consumer Is Still Spending – But Where?

Amidst the economic recession triggered by the COVID-19 pandemic, consumer spending has contracted. Yet the decline is not equal across the consumer space. Rather, certain ...
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Economic Impact on Financial Markets Through 2029

How the coming decade plays out is going to be different than the last three years and the last 10 years. Change may be a constant, but it seems to have accelerated thanks to ...
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The Results Are In: This Is What Changed for 2021-2022

The last thing the economy needed in light of all the uncertainty created by COVID-19 and the government’s response(s) to the pandemic was a disruptive election with potential ...
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