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The Economy Looks Fine Until Energy Hits

The economy is holding steady but a new risk is building fast.

Chuck Zodda and Mike Armstrong break down a solid Q1 GDP report and why underlying trends in housing and the labor market had started to stabilize.

Also covered:

Why AI driven investment is carrying a large share of economic growth

What steady jobless claims say about the labor market right now

Signs housing may be finding a floor after recent weakness

Why rising energy prices could quickly change the outlook

What the Fed is watching as inflation pressures build again

What happens if energy costs start to overwhelm an otherwise…

The skinny

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