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Janus Henderson macro head on the economy: "jobless claims, the lowest since the 1960s"
3 calls: why he says company earnings are speeding up as hyperscaler growth slows, the warning signs he is watching, and why yields abroad keep US…
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John Burn-Murdoch: functionally illiterate Americans earn what the average Brit earns
7 arguments: why he thinks the economy is the last place falling test scores show up, what the OECD found about daily AI users, and why AI is not the…
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Gregory Daco: anything above 0.2% core CPI likely triggers a September hike
4 takeaways: Real wages have been shrinking for five months, why a rate hike would hit the wrong sectors, and the 3% economy the supply shocks took away
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Bruce Van Saun: the Fed doesn't need to hike, and 25bps wouldn't dent this economy
5 takeaways: the growth pickup he sees over the next four quarters, why higher gasoline hasn't bitten, and the discredited word he won't quite say about…
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Nancy Marshall-Genzer: investors are selling older bonds because they expect a Fed hike
4 takeaways: What Fed Chair Kevin Warsh's Jackson Hole promise told investors, how US and Japanese deficits push yields higher, and why stocks fall when…
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Doug Holtz-Eakin: federal debt is 121% of GDP, higher than it was in World War II
6 takeaways: Why a fresh strike on Iran and $90 oil change nothing in his forecast, Faulkender on the energy pivot that absorbed the shock, and the $2T…
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Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% now
11 takeaways: The 35% of advanced chipmaking he wants onshore, why he says the Strait of Hormuz stops mattering in 2 yrs, and the profits number the…
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Canada matches Trump's 50% tariffs dollar for dollar on $20 billion of US goods, and BCA Research reads the whole escalation as a midterm…
Doug Ford threatens to put "massive, massive pain" on the US, Ottawa adds a $7.5 billion support package, and the escalation that would really hurt is…
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