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.

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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.

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