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Formerly TwitterLiz Ann Sonders
LizAnnSonders
Comm Serv soared today and is now back in first place YTD (still trailing Energy by 0.1% MTD); Tech did well today, too, but is still down by nearly 4% MTD … NASDAQ’s 2% gain today bumped it to third place YTD; small caps did well but didn’t outpace large caps (and they continue… pic.twitter.com/HAiuVWX0FF
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Liz Ann Sonders
LizAnnSonders
Key to watch is whether trend in personal spending (blue) softens this year and if core inflation (orange) stays sticky … might put Fed in a bind, but also have to factor in labor market trends pic.twitter.com/2GSXIfB0ct
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Mohamed A. El-Erian
elerianm
An interesting week ahead for the global #economy and #markets, including (but not limited to)…
The release of the US monthly #jobs report, Eurozone inflation and GDP, and China’s #PMI’s; and
A 2-day policy meeting at the #FederalReserve.
By the end of the week, we should…
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Mohamed A. El-Erian
elerianm
This week’s #markets were supposed to be mainly about earnings, with macro taking more of a back seat ahead of next week’s US #jobs data, the #FederalReserve meeting, #China’s PMI, etc (more on this in the weekly look ahead that I will post later).
Earnings did have a notable… pic.twitter.com/8lYAakVct5
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