U.S. Election – Initial Thoughts
Markets react to expected Trump victory and Republican sweep, with higher U.S. Treasury yields and USD. Policy uncertainty remains high over...
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Preview: Due November 13 - U.S. October CPI - Similar to August and September
October's CPI is expected to increase by 0.3% overall for a fourth straight month, with a third straight 0.3% increase excluding food and energy.
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Will China Deflation Depress GDP?
China is expected to experience aggressive disinflation due to incomplete urbanization and consumption, leading to a forecasted CPI inflation of...
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U.S. October Employment - Special Factors Add to Weakness
October's non-farm payroll sees a modest increase of 12k, impacted by Boeing strike and hurricanes, while average hourly earnings rise 0.4% but...
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U.S. Election Scenarios and Post-Election Policy Risks
The U.S. election is close, with Trump slightly favored, Democrats possibly winning the House, and Republicans likely to keep the Senate.
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