Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
๊ฐ์
February 2011
1.6K ํ๋ก์ ์ค 16K ํฌ
Q3 Real GDP growth 3.4% (ann) ๐
Y/Y: 2.1%
Final private demand @ 4.9% ๐
Y/Y: 3.3%
2023-'24: 3.3%
2010-'19: 3.0%
Powered by AI investment. Q3 ๐ฅ
IT equipment: +37%
Software +10%
Q3 Nominal GDP @ 5.6% ๐ฅ๐ฅ
Y/Y: 5.9%
2023-'24: 5.7%
2010-'19: 4.1%
@RyanDetrick @CarsonResearch
๋ ๋ณด๊ธฐ
