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Posts tagged Dallas Fed
Uncertainty - October 28, 2019

The Dallas Fed’s latest Manufacturing Survey results indicate more optimism, though the respondents saw “a lot of uncertainty”. The Conference Boards Consumer Survey showed consumers have dimming expectations, but “there are no indications” holiday spending will be hurt. Jamie Dimon and others may trumpet the strength of the U.S. consumer, but banks are building their buffers against delinquent consumer loans.

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Shaky Confidence and Italy - May 28, 2019

Recent US data, such as the Case-Shiller Home Price Index, Durable Goods Orders, and New Home Sales continue to underwhelm, but this could be related to current trade tensions. The Italian budget is back in the news as the European Commission and Italy are once again at odds.

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