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Economy
These 2 Economic Data Cycles May Hold Key to US Election Outcome
The economy isn’t always decisive in US presidential elections, except when it is. Think Herbert Hoover in 1932 and George H.W. Bush in…
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Better Economic Data Helps Erase Global Selloff
US equities have already erased losses from global selloffWe ended our last Midweek Macro on the recent global selloff noting…
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Rising Volatility Hints at Growing Unease Ahead of Jobless Claims Data Today
The ended the day up about 40 basis points yesterday, showing little reaction to the rising , increased 1-month implied correlation…
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Bolstering the Resiliency of the National Healthcare Infrastructure
What are the top challenges facing the U.S. healthcare system today?The U.S. healthcare system grapples with significant…
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Federal Reserve Board – Minutes of the Federal Open Market Committee, July 30–31, 2024
Please enable JavaScript if it is disabled in your browser or access the…
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These Indicators Suggest Under-the-Radar Jobs Update Could Shake Up Markets Today
The ended the day in a particularly interesting position, given its significance in the broader financial landscape. It closed at 3.81%,…
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Apple: Sell With Buffett, Even If No Short-Term Bear Signs (NASDAQ:AAPL)
ozgurdonmaz Warren Buffett of Berkshire Hathaway (BRK.A) shocked the markets by disclosing his sale of half his company's stake in Apple…
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Speech by Governor Bowman on the economic outlook and financial inclusion
Good morning. It is really a pleasure to join you here in Alaska.1 Getting…
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S&P 500 Defies Signals to Post Longest Winning Streak of 2024 – Is It Sustainable?
Credit spreads remained steady yesterday, but there were notable movements elsewhere. The one-month implied correlation index, which…
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The Growing Threat of Government Overreach in Digital Spaces
Social media has become the place where many of us spend our time, share our lives and, increasingly, get our news. An estimated 12…
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