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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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Highlights of the Week – September 5 United States• Substantial positive revisions to Q2 US GDP indicated stronger momentum going into the third quarter than previously thought, with Hurricane Harvey expected to shave 0.1-0.4 ppts. off growth in Q3.• Inflation continued to be stubbornly elusive in July but we still expect a hike by the …
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Highlights of the Week – August 23 United States• A relatively good week for economic data was overshadowed by geopolitical events. Volatility spiked late in theweek, the Dow suffered its largest one day loss since May on Thursday, and the 10-Year Treasury rallied to 2.17%.• Investor nervousness is understandable, but there is little reason to …
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Highlights of the Week – August 14 United States• Markets this week have been largely driven by corporate earnings and political events, with tensions on the Korean Peninsula escalating to the point where markets can no longer ignore them.• Inflation strengthened in the Eurozone, with prices growing by 0.13% in July and the year-over-year measure …
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Highlights of the Week – August 14 United States• Markets this week have been largely driven by corporate earnings and political events, with tensions on the Korean Peninsula escalating to the point where markets can no longer ignore them.• Inflation strengthened in the Eurozone, with prices growing by 0.13% in July and the year-over-year measure …
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Highlights of the Week – August 9 United States• U.S. stock indices remained supported by the continued flow of favorable earnings releases. Bond yields and the U.S. dollar moved lower through Thursday but that dynamic reversed course with the robust payrolls report.• The American economy continued to churn out jobs at a robust pace in …
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