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Highlights of the Week – October 24 United States• Equity markets continued their winning streak this week. The economic data was generally supportive of the cheerful mood, with the Empire and Philly Fed indices both posting better-than-expected improvements in October.• Next week’s GDP data is likely to confirm solid growth in Q3, if somewhat dented …
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Highlights of the Week – October 10 United States• Recent U.S. economic data has been distorted by hurricanes with the volatility likely to persist in the coming weeks. This theme came across this week, with auto sales, ISM indices, trade and payrolls all impacted.• Auto sales surprised to the upside, as affected consumers begun to …
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Highlights of the Week – October 4United States• Investors paid close attention to developments from the White House this week, with President Trump’s tax overhaul proposal helping to send the S&P 500 to new highs.• Inflation disappointed again in August, but some states are beginning to display meaningful wage acceleration, as we noted in our …
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Highlights of the Week – September 25 United States• Finally, midway through 2017 global growth is looking better than it was a few months ago. Our latest Global Outlook discusses how the optimism that has been missing for several years has finally returned.• With stronger global growth comes tighter monetary policy. This week the Fed …
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Highlights of the Week – September 20 United States• Investors and analysts reading the economic tea leaves were given mixed messages this week. On the one hand, inflation ticked up, but on the other, consumer spending softened.• Consumer prices rose 0.4% (m/m) in August, pushing inflation to 1.9% (y/y) from 1.7%. A sharp rise in …
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