Good morning. Trump managed to strike the right tone at the convention…
In case you had wondered, here is why: “Why Uncertainty Isn’t the Real Threat for Markets”
Well, that is one leading indicator that is pointing down…
Yesterday the chart, today the analyses “This has implications for the “true” rate of economic growth–an aggregate-scale underestimate of 0.3%/year from this channel alone…”
I am not sure whether I believe this number…
Cool looking charts in this so-called External Sector report by the IMF
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