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What Does Dr. Copper Say?
We’ve spent nearly two decades on this blog exploring the economic outlook, and history shows that this is especially relevant for active bond managers. Currently, risk markets are priced for a benign economic scenario. Credit spreads are historically tight, equity valuations are elevated, and interest rates are on a downward path as central banks unwind tight monetary policies to keep growth on track. The global economy appears healthy, and markets seem to have rediscovered their appetite for risk. But as always, we believe it’s worthwhile to explore alternative diagnoses. Just as one might consult a doctor for ... (full story)
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From youtube.com/forexcom|Sep 11, 2025|1 commentThe US CPI report came in mostly as expected, so traders quickly focused on the abysmal jobless claims report, which showed the highest number of newly-unemployed Americans in ...
From @financialjuice|Sep 11, 2025|9 commentsECB's Lagarde: Risks to economic growth are more balanced. ECB Pres Lagarde: Moderating Wage Growth To Keep Lid On Domestic Price Pressures - Core Inflation To Drop On Declining Labour Cost Pressures, Stronger Euro #ECB on Growth: *LAGARDE: RISKS TO ECONOMIC OUTLOOK MORE BALANCED *LAGARDE: HIGHER PUBLIC SPENDING, REFORMS WOULD ADD TO GROWTH *LAGARDE: GEOPOLITICAL TENSIONS REMAIN SOURCE OF UNCERTAINTY European Central Bank's Lagarde Says Disinflation is Over, Inflation is at Desired Level, and Domestic Economy Is Resilient MORE ECB'S LAGARDE: WE HAD A UNANIMOUS DECISION TO LEAVE ALL THREE INTEREST RATES UNCHANGED TODAY #europeancentralbank #ecb #christinelagarde #monetarypolicy #inflation #interestrates
From @LiveSquawk|Sep 11, 2025ECB Pres Lagarde: Growth Shows Resilience Of Domestic Demand - GDP Data Reflects Q1 Frontloading - Recent Surveys Point To Growth Both The Manufacturing And Services Sectors ECB Pres Lagarde: Labour Market Remains A Source Of Strength - Investment Should be Underpinned By Govt Spending - Higher Tariffs, Stronger Euro, Competition To Hold Growth Back - Headwinds On Growth Should Fade Next Year
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From fxnewsgroup.com|Sep 11, 2025Retail FX and CFDs broker Vantage Markets has announced three major upgrades in Vietnam, all officially launched on September 1st, 2025. The company said that these initiatives ...
From cbsnews.com|Sep 11, 2025The Consumer Price Index rose 2.9% in August from a year earlier, matching economists' forecasts that prices would pick up slightly as President Trump's tariffs filtered through ...
From @financialjuice|Sep 11, 2025IMF: Fed should proceed cautiously in lowering rates. IMF: Our sense is, the Fed has the scope to begin to lower rates.
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- Sep 11, 2025 9:09am Posted byFundamental Analysis219
