Slowdown, recession …

Eco data out of the US has been on the weaker side, and some of it is awful. We had an early heads up on this, but now that its in the market and the subject of seemingly every second commentary, where to from here? Couple of interesting and useful articles:
JPMorgan Explains Why The Economy Is About To Deliver A Bullish Surprise
Recession Forecasts? Yield Curve Says No Way: Caroline Baum

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