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Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
The Soft Data Isn't as Strong as the Hard Data
End demand in terms of consumer spending money remains very resilient. But I think because of all these sort of bull web effects and fed recession fears, that's led to the soft data being pretty weak or at least a lot weaker than the hard data. If you own a business, this has been a bumpy ride from pandemic to inflation. You could probably use a break.
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