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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%....
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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...
Today had 2 data releases and both had positive implications for the path of inflation and inflation expectations, which in turn give Fed confidence to...
The July Core CPI came in at +0.17% MoM, a better than expected versus consensus of +0.19% MoM. This is now the 4th consecutive "soft"...
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