We expect consumer and jobs-related releases to broach expectations over the near term.
There is nothing really strong about the US economy of course, but since we are interested in price change, we are not interested in absolutes, only reality just ahead vs St consensus.
Thus, look for tomorrow’s Claims result and Friday’s Retail Sales to cheer the market (worry debt prices). This is the risk, our view.
Robert Craven
There is nothing really strong about the US economy of course, but since we are interested in price change, we are not interested in absolutes, only reality just ahead vs St consensus.
Thus, look for tomorrow’s Claims result and Friday’s Retail Sales to cheer the market (worry debt prices). This is the risk, our view.
Robert Craven
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