Monthly Macro & Markets: March 2023
After a big jump in many economic data points for January, economic indicators broadly weakened in February/March, highlighting how much of January's big jump was just seasonal noise.
Welcome!
For those who are viewing the Monthly Macro & Markets (MMM) report for the first time, the purpose of this report is to provide a comprehensive summary of the economic & market data over the past month, including my personal analysis & breakdown of what it all means, and what lies ahead.
The MMM report is thus your one-stop shop to understanding…