The Mid-Year Outlook (Ep. 42)
Facts vs Feelings with Ryan Detrick & Sonu Varghese
The Fed's Aggressive Factor in the Economy
The household, the American consumer has been strong. I think our first sign of that was really you remember that, speaking of surprises, this is a surprise even for somebody who thought the economy could avoid a recession. You remember the January payroll report? Yeah, it was 550,000, they revised it down a tad, but not much. That was like a turning point there. And I think it gets back to employment, right? Even we got the SBB crisis, the banking crisis, that didn't hurt employment.
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