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Peter Garnry, CFA
petergarnry.gesdacapital.com
did:plc:tusj43dz56pmhimprvkgyf6k
Dallas Fed WEI is still showing a rather robust US economy as of late February, so it is too early to talk about the damage from tariffs.
The Atlanta Fed GDPNow time series, which is getting a lot of attention, is showing significant negative impact for Q1 GDP, but this model is very volatile. 2/n
2025-03-05T11:56:38.468Z