Third Quarter Risks for Capex and Consumers Emerging

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

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

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Rate Asymmetry Heading into Friday’s Job Report

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Prepare for a Dovish Hold

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Higher Inflation Expectations Clashing with a Margin Squeeze and Below-Trend Growth Risks in the Lone Star State

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A Public Beratement Doubles Down on the Fed’s Policy Error

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‘Too High for Too Long’ Wearing on Housing as Chicagoland Downside Risks Emerge

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Assessing a Fed Policy Error from West Coast to East Coast

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Channel Checks Lean Dovish for the Bank of Canada

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