Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
参加 February 2011
1.6K フォロー中 16K ファン
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 🥂
IT equipment: +37%
Software +10%
Q3 Nominal GDP @ 5.6% 🔥🔥
Y/Y: 5.9%
2023-'24: 5.7%
2010-'19: 4.1%
@RyanDetrick @CarsonResearch
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