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Asia-Pacific Inflation Monitor: Uptick in July

This publication summarizes regional and economy-specific inflation data across nthe Asia-Pacific economies we cover. The latest data points are for July 2024 in
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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 34

Total traffic results for US Class I rails under coverage imply carload growth nat +9.4% YoY in week 34, an acceleration versus +6.9% YoY in week 33.
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Five Stocks in Focus: CCJ, CLMT, CNQ, VLO and COP

In this brief note, we highlight five stocks that are top of mind for investors as weposition for the day ahead. We highlight (1) improved sentiment on Cameco on the
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Cycle Playbook – Preparing for a Peak

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of
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THE PERKINS RULE REVISITED

I’ve had a lot of questions about the Perkins rule, the idea that it is a CONTRACTION INEMPLOYMENT that signals recession, not a gradual drift higher in the jobless rate (the
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“Vast majority” of FOMC looking for September cut

A number of data releases will be on the docket, highlighted by PCE inflation for July. Also on tap are personal income & spending, Q224 GDP
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Global FX Trader Counting Down to Cuts

USD: Cut but don’t run. The time for cuts has come, and FX markets clearlysee that as a time to short the Dollar. It is understandable because the Dollar
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Europe Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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Daily and weekly indicators for the US economy

What are daily and weekly indicators telling us about the US economy?Daily data:
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BoJ downplaying structural deflationary pressures of excess corporate savings

The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the
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