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Q4 was still growthy despite gov shutdown shaving 90bps
No signs so far in Q1 to go negative, Feb jobs data for private employers was positive
Basically no chance of Q2 going negative with tax refunds, SLR changes hitting the system... No apparent catalyst to reverse construction and capex
Private credit cracking may be something but seems sector isolated
Oil price FUD actually good for domestic services and production
Doomers wrong again as always
Q4 was still growthy despite gov shutdown shaving 90bps
No signs so far in Q1 to go negative, Feb jobs data for private employers was positive
Basically no chance of Q2 going negative with tax refunds, SLR changes hitting the system... No apparent catalyst to reverse construction and capex
Private credit cracking may be something but seems sector isolated
Oil price FUD actually good for domestic services and production
Doomers wrong again as always