Third Quarter Risks for Capex and Consumers Emerging

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Leaves of Grass

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Neither Trump nor Powell Has a Labor Market Data Leg on Which to Stand

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Saturday Intelligence Briefing — 8.2.25

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The Weekly Quill — The Right Place at the Wrong Time – The U.S. Consumer is Caught Out

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Lower hurdle for a NFP downside surprise means volatility looks relatively cheap

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Happy National Water Balloon Day!

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Slackers

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Rate Asymmetry Heading into Friday’s Job Report

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Sailing the Doldrums

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