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Swiss Economy Slows Sharply
Article By:
ING Economics
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Monday, September 4, 2023 9:05 AM EDT
Switzerland's GDP stagnated in the second quarter, with its industry suffering from the global economic slowdown. While inflationary pressures continue to ease, the Swiss economy is likely to remain sluggish over the next few quarters.
Financial Conditions Are Tighter Than You Think
Article By:
Lance Roberts
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Sunday, September 3, 2023 11:31 AM EDT
While financial conditions remain tight, economic data supports the bullish narrative of "hope." That "hope" is the Fed will cease hiking rates. "Hope" that the economy will avoid a recession and "hope" that earnings growth will accelerate into 2024.
Japanese Yen Cycle Review
Article By:
readtheticker
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Sunday, September 3, 2023 9:39 AM EDT
Going into US election year, more dollars will be printed you can assume, suggesting US dollar weakness and relief for the yen.
In this article: FXY
YoY Initial Claims Restart The Yellow Caution Flag, Suggest Unemployment Will Rise Towards 4.0%
Article By:
New Deal Democrat
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Thursday, August 31, 2023 9:56 AM EDT
Initial jobless claims declined -4,000 to 228,000 last week. The more important 4 week average increased 250 to 237,500. With a one week delay, continuing claims increased 28,000 to 1.725 million.
German Inflation Continues To Fall Very Gradually
Article By:
Carsten Brzeski
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Wednesday, August 30, 2023 8:56 AM EDT
The very minor drop in headline inflation was probably the last inflation burst in Germany for a while. Next will be in a disinflationary trend until the end of the year.
Inflation’s Second Wave: Are We Really Watching A 70s Rerun?
Article By:
ING Economics
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Wednesday, August 30, 2023 7:08 AM EDT
Another wave of global inflation is far from inevitable. But there are good reasons to think inflation will be structurally higher and more volatile over the next decade than the last.
The 2022H1 Recession Call In Hindsight, The 2023H2 Call In Context
Article By:
Menzie Chinn
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Wednesday, August 30, 2023 3:42 AM EDT
The high and rising value of the heavy truck sales index suggests to me a recession had not occurred as of June 2023. But no guarantees on 2023H2.
US Labor Market Report Looms: A Crucial Factor In Fed's Interest Rate Decision
Article By:
Fullerton Markets
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Monday, August 28, 2023 8:52 AM EDT
As long-term US government bond yields experience a recent surge and global growth trends waver, the impending US jobs report holds the potential to tip the scales for the Federal Reserve's upcoming rate hike decision.
Germany’s Ruling Party Proposes A 3 Year Rent Freeze To Halt Inflation
Article By:
Mish Shedlock
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Monday, August 28, 2023 5:29 AM EDT
Rents are rising at a record pace in Germany. Politicians turn to a price control gambit guaranteed to fail.
2023 Midwest Crop Tour - Heat/Dryness Overpowered The ECB Crop Count
Article By:
Jerry Gidel
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Monday, August 28, 2023 3:00 AM EDT
This year’s 7-state Pro Farmer Midwest Crop Tour again highlighted the differences between the western and eastern Mid-west crop output prospects. This spring’s US seedings were timely & ahead of the 5-yr average.
U.S. Corporate Bankruptcies On The Rise
Article By:
Jeff Desjardins
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Tuesday, August 22, 2023 8:35 AM EDT
Across the wider corporate landscape, bankruptcies have begun to tick higher. Overstretched balance sheets coupled with 11 interest rate hikes since last year have added to mounting challenges for companies across many sectors.
We Now Have A Timeline On The End Game For The Dollar
Video By:
Chris Marcus
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Monday, August 21, 2023 8:00 AM EDT
Nearly every financial crisis since the early 19th century has taken about 3 years to ripen from the moment that interest rates started to rise. Whether by the central bank or by decentralized market forces, it makes no difference.
Applied Materials Stock Forecast: Bullish Outlook Amid Technological Advancements And Geopolitical Context
Article By:
I Know First Research
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Sunday, August 20, 2023 1:58 PM EDT
Despite slower revenue growth, continued advancements underscore Applied Materials' market leadership. The stock has shown significant appreciation in H1 2023, and the geopolitical risks related to China may be less severe than previously thought.
In this article: AMAT