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Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
Joined February 2011
1.6K Following    16K Followers
Q3 Real GDP growth 3.4% (ann) 🙌 Y/Y: 2.1% Final private demand @ 4.9% 😎 Y/Y: 3.3% 2023-'24: 3.3% 2010-'19: 3.0% Powered by AI investment. Q3 đŸĨ‚ IT equipment: +37% Software +10% Q3 Nominal GDP @ 5.6% đŸ”ĨđŸ”Ĩ Y/Y: 5.9% 2023-'24: 5.7% 2010-'19: 4.1% @RyanDetrick @CarsonResearch
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