The U.S. economy has been jumping up and down lately, with some experts saying, the economy is heading for a recession, while others disagree with that notion. Well, our discussion today will involve opinions supporting the premise that the U.S. economy is not heading for a recession, but instead experiencing increase levels of volatility. We will review monthly economic data to support such view. Our analysis of current economic data will help to support our hypothesis that the US economy continues to show signs of improvement despite an increase in volatility. Therefore, if financial markets under-perform this month, they will also over-perform next month and vise-versa. This is just the ebb and flow nature of current financial markets as a result of geopolitical events and tariff wars. These two fundamental factors also affect activity levels in susceptible sectors within the economy, such as employment and manufacturing.
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