Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge it is to read them.The letters are intended to keep you well informed, aware of what we are seeing and thinking, and an aid to help us clarify the economy […]
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Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures rose 2.2% over the year ago level. The Institute of Supply Management (ISM) reading for service ran in the mid-50’s most of the year. It dropped to 49.2 in December
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