Financial News for the Week of September 29, 2017

HIGHLIGHTS OF THE WEEK Investors paid close attention to developments from the White House this week, with President Trump’s tax overhaul proposal helping to send the S&P 500 to new highs. Inflation disappointed again in August, but some states are beginning to display meaningful
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Financial News for the Week of September 22, 2017

HIGHLIGHTS OF THE WEEK Finally, midway through 2017 global growth is looking better than it was a few months ago. Our latest Global Outlook discusses how the optimism that has been missing for several years has finally returned. With stronger global growth comes tighter monetary polic
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Financial News for the Week of September 15, 2017

HIGHLIGHTS OF THE WEEK Investors and analysts reading the economic tea leaves were given mixed messages this week. On the one hand, inflation ticked up, but on the other, consumer spending softened. Consumer prices rose 0.4% (m/m) in August, pushing inflation to 1.9% (y/y) from 1.7%.
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Financial News for the Week of September 8, 2017

HIGHLIGHTS OF THE WEEK Investors had lots to digest this week, with the lineup including communication from central banks, natural disasters and growing geopolitical tensions. The dynamics weighed on equities, while sending gold and Treasuries higher. Economic data remained largely po
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Financial News for the Week of September 1, 2017

HIGHLIGHTS OF THE WEEK Substantial positive revisions to Q2 US GDP indicated stronger momentum going into the third quarter than previously thought, with Hurricane Harvey expected to shave 0.1-0.4 ppts. off growth in Q3. Inflation continued to be stubbornly elusive in July but we stil
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Financial News for the Week of August 25, 2017

HIGHLIGHTS OF THE WEEK A very quiet week for economic data had markets anticipating Chair Yellen’s remarks at Jackson Hole. Her speech largely went over old ground on financial stability and the role of regulation. Next week, President Trump is expected to join the chorus of Republica
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Financial News for the Week of August 18, 2017

HIGHLIGHTS OF THE WEEK A relatively good week for economic data was overshadowed by geopolitical events. Volatility spiked late in the week, the Dow suffered its largest one day loss since May on Thursday, and the 10-Year Treasury rallied to 2.17%. Investor nervousness is understandab
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Financial News for the Week of August 11, 2017

HIGHLIGHTS OF THE WEEK Markets this week have been largely driven by corporate earnings and political events, with tensions on the Korean Peninsula escalating to the point where markets can no longer ignore them. Inflation strengthened in the Eurozone, with prices growing by 0.13% in
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Financial News for the Week of August 4, 2017

HIGHLIGHTS OF THE WEEK U.S. stock indices remained supported by the continued flow of favorable earnings releases. Bond yields and the U.S. dollar moved lower through Thursday, but that dynamic reversed course with the robust payrolls report. The American economy continued to churn ou
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Financial News for the Week of July 28, 2017

HIGHLIGHTS OF THE WEEK It was a good start to the week for U.S. equities, with stock prices boosted by another round of strong earnings reports and a weakening in the US dollar to its lowest level in over a year. However, these gains were offset by dips in health care and tech stocks
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