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Inflation/Deflation

What To Watch What To…
Fade The Rosier Picture From Unemployment Claims…
The ECB Cuts Rates And Lowers Growth Forecast…
The Fed’s Upcoming Rate Cut And The RMB…
Trump Still Has A Path…
August Uptick In US Core CPI Doesn’t Derail Disinflation Process…

Our reaction to this morning’s CPI report and what it means for Fed policy.

The Surge In Chinese Exports Is Likely Unsustainable…
UK Wage Growth Decelerates…
Chinese Deflation Pressures Worsened In August…