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Economy
S&P 500 History Shows Fed Cuts at Highs Often Extend Equity Rallies
1. US Inflation Numbers Open the Door to a Rate Cut This MonthUS inflation ticked higher in August, with rising to 2.9%, the highest…
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CPI Fallout: The Fed May Ease, but Inflation Isn’t Going Away
Before I begin talking about today’s , a quick word about the 24th anniversary of the terrorist attacks of 9/11, as someone who worked 1…
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Inflation, Labor Weakness Put Fed in Tough Spot Ahead of Rate Decision
The US economy is sending mixed signals as accelerates while labor market data shows signs of cooling. These trends complicate the…
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Fed’s Rate Cut Path Clears With Record Stock Highs, Controlled Inflation
Wall Street this week felt like a “theatre of the doves” where every cue was perfectly timed: the rolled out the red carpet, and turned…
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UK Economic Growth Stalls in July as Inflation Concerns Keep BoE Cautious
The UK economy flatlined in July, with gross domestic product () showing no growth compared to June, according to the Office for National…
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Oilfield Servicers Find New Hope in AI Power Demand
Oilfield service companies are fighting an uphill battle after years of weak demand from traditional energy producers. A relentless…
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Central Banks Take the Spotlight
In next week’s round of central bank meetings, we’re looking for 25bp cuts from both the and the Bank of Canada. Meanwhile, the should…
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There Is No Silver Bullet for Market Structure
We recently introduced our new Nasdaq Stockholm IPO Pulse. Today, we update the data for our pair of Nasdaq IPO Pulses…
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Silver Consolidates Above Key Pivot, Poised for a $43 Upside Surge
Silver futures are currently trading around $41.94, consolidating above the daily pivot zone after retesting the $41.06 low earlier in…
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The German 2-Year Yield Has Room to Fall Even on an ECB Hold
We nor markets expect a rate cut by the , but we do take a more bullish view on the short end of the Bund curve. Downside risks from…
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