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The Sept jobs report came in better than expected at +254k versus the Street consensus at +150k. This was a clean beat driven by restaurants...
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YEAR-END DYNAMICS: 3 FUNDAMENTAL FORCES IMPACTING STOCKS ▪ Fed launches easing cycle ▪ China economy and markets inflecting ▪ Post-election economy and cash on sidelines...
The August CPI release today is better than it appears. Core CPI came in at +0.28% MoM, which is well above Street consensus of +0.20%....
Attached below is our latest marketing deck and the message remains the same. Equities choppy until Election Day but conviction high we finish 2024 strong...
The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us,...
On Friday, August jobs report is released at 8:30am ET, the first of 3 key Sept macro events (CPI next week, FOMC week after). For...
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