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Recent Articles

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Evercore ISI strategist says Fed could drag US dollar lower sooner than many think, noting FedEx's profit gloom, inverted yield curve between two- and 10-year Treasurys are red flags for a global recession reaching US shores

Conference Board Leading Economic Index for Euro area down 0.5% in August to 113.1 following a 0.7% decrease in July; GDP projected to slow to 0.2% in 2023, down from 3.2% in 2022

University of Michigan's Index of Consumer Sentiment posts preliminary September level of 59.5, up from August's 58.2; high consumer uncertainty over short-run inflation at levels last seen in 1982

Natixis expects inflation to decline 'a lot faster than people think,' noting rent was chief culprit in CPI report, climbing 6.7% in August; rent hikes should moderate over next few months, as rent follows home prices, and home prices have largely peaked

Paul Krugman says cooldown in cost of rent suggests US inflation starting to flatten, citing report showing monthly rents falling 0.1%; any slowdown in monthly rents could significantly curb inflation, allow Fed to soften approach to rate hikes

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