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Economy
Next Week’s Q2 GDP Data Expected to Report Moderate Growth
The US economy remains on track to post a moderate recovery in next week’s second-quarter report, according to nowcasts compiled by…
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Week Ahead: Trade Talks, Fed and BoJ Decisions, Tariff Deadline, US Jobs Data
MON: US Dallas Fed (Jul), German GfK (Aug)
TUE: US Consumer Confidence (Jul), JOLTS (Jun)
WED: FOMC & BoC Policy Announcements; ECB…
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Why Private Rent Indices Keep Getting It Wrong on Housing Disinflation
A subscriber wrote to me recently and asked about a research piece put out by a major sell-side investment house that discussed how…
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One of the Most Promising Frontiers for the Future of Finance
In your TradeTalks interview at Consensus, you noted that "crypto is here to stay." How do you see the crypto space evolving…
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Think Ahead: Play It Again, Don – Trump’s Tariff Tango
Deadlines, deals, and delays: Is the 1 August tariff ultimatum really any different from what’s come and gone before? Maybe not. But…
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The 2025 Intern’s Guide to Options
Options trading has become increasingly popular in recent years, and we thought it was time to update our intern's guide for…
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FTSE 100 Breaks Records on Higher Euro Area Private Sector Growth Ahead of ECB
Asia Market Wrap - Sentiment on the UpGlobal stocks hit a new record high, boosted by a 1% rise in Asia. Japanese markets surged up to…
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Gold Eyes Breakout as Bond Yields and US Dollar Falter
The equity market remains in a holding pattern, while interest rates continue to decline this week. The fell another three basis points…
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AI Is Reshaping Markets: Is This the End of Traditional Investing as We Know It?
On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a “flash crash” wasn’t caused by news,…
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Apple: Caution Ahead Of Third Quarter Earnings (NASDAQ:AAPL)
This article was written byFollowMy analysis is focused on high-quality companies, that can outperform the market over the long-run due…
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