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In case you missed it: Goldilocks returns

In case you missed it: Goldilocks returns

  • 1 February 2019

Positive signs on the trade front, a surprisingly dovish Federal Reserve and another solid month for US jobs gave risk assets a boost this week, capping the best January for US stocks in 30 years. Goldilocks is well and truly here. But the bears are lurking.

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In this bundle

Federal Reserve: Prudent patience
United States
30 January 2019

Federal Reserve: Prudent patience

No change from the Federal Reserve as they emphasise they are in no hurry to raise interest rates. But if the data warrants it, and we think it will, they…

US jobs report: Stronger than ever
1 February 2019

US jobs report: Stronger than ever

The main message is that strong employment growth is resulting in higher pay and this is attracting more people back to the labour market. The Fed is on…

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India: Bracing for yet another turbulent year
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What the Venezuelan oil sanctions mean for supply
Quick take
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What the Venezuelan oil sanctions mean for supply

The US has imposed sanctions on Venezuelan state-owned oil company PDVSA, effectively bringing US purchases of Venezuelan oil to an end. The announcement…

US Unemployment Powell Polititics Payrolls Oil India GDP Federal Reserve Eurozone Emerging markets Economic policy ECB

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