John Rubino's Substack

John Rubino's Substack

Recession Watch: Doom Spending and Frozen Real Estate

Not a portrait of a soft landing

John Rubino's avatar
John Rubino
Jan 23, 2024
∙ Paid

Stocks are melting up while government officials claim credit for a soft landing. And yet…

The US Index of Leading Economic Indicators (LEI) continues to predict a slowdown while GDP, which normally tracks the LEI, remains strong. Which one is right?

The December index of business conditions in the New York Fed’s territory plunged to -43, the lowest readi…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 John Rubino · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture