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Let's hope the US economy is truly slowing down -- particularly manufacturing --, and that the winter is mild
US stocks of distillate fuel (diesel and heating oil) are ending the fall season at their lowest **seasonal** level in data since 1982 | Source: Javier Blas, Bloomberg
Property foreclosure filings have been increasing recently
This is the result of high interest rates resulting in rising mortgage defaults. Source: Game of Trades
President Joe Biden and China’s President Xi Jinping have their first in-person meeting in about a year
This is the first time since 2017 that Xi has stepped foot on American soil. Although the US-China relationship is breaking, experts and U.S. officials caution not to expect markedly improved relations post-meeting. Mrs Yellen might be rather in favor of some kind of cooperation... Source image: Michel A.Arouet
Fund flows continue to move to the US at the expense of the rest of the world
Source: Michael A. Arouet, Goldman Sachs
US CPI has moved down from a peak of 9.1% in June 2022 to 3.2% today
What's driving that decline? Lower rates of inflation in Fuel Oil, Gas Utilities, Used Cars, Gasoline, Medical Care, New Cars, Food at Home, Electricity, Apparel, and Food away from Home. Shelter and Transportation are the only major components that have a higher inflation rate today than June 2022. Source: Charlie Bilello
When the book on 2023 closes, extreme sector divergence will surely be considered one of the major plot points
Technology and Communication Services are each up more than 40% YTD, while five of eleven sectors are in the red on the year. Source: Bespoke
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