Daniel von Ahlen
@Daniel_VonAhlen
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Young Hyman Minsky looks like the James Dean of Financial Capitalism
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The slump in services spending in the US has likely facilitated the decline in US core services ex housing inflation of late.
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RT @dailychartbook: "Despite US equities reaching new highs, there is little evidence of irrational exuberance.". @andrea_cicione @Daniel_V….
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RT @dailychartbook: "Real Estate will continue to underperform . GDP growth is slowing, home prices are falling, observed rent-price grow….
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US tariff collection running at 1.2% of GDP annualized in June
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Core of the US economy tracking relatively soft in Q2
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RT @dailychartbook: "Consensus growth forecasts for the [EM] bloc seemed to have bottomed out.". @Daniel_VonAhlen @andrea_cicione @TS_Lomba….
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US soft data improving, while hard data surprises continue to slide
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Acceleration in Australian credit growth calls into question "restrictive" policy
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Only Japan's and China's equity valuations currently within the interquartile range
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Markets pricing meaningful easing for the Fed relative to other G10 central banks
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US Wages & Salaries continue too grow at a solid pace.
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