Three Things – Big Ol’ Data Dump
Discipline Funds
APRIL 30, 2025
Here are some things I think I am thinking about this week: 1) Does the Negative GDP Mean We’re in a Recession? We got a huge data dump on Wednesday including the first estimate of Q1 GDP which came in marginally negative at -0.3%. Net exports and government subtracted a total of 5.08% with exports making up the majority of that. But you had a lot of conflicting things going on under the surface.
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