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Unclestocknotes
@Unclestocknotes
U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics | Swim, basketball, golf enthusiast.
加入 May 2024
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ISM Services: 54.9; prices: 74.0, highest since July 2022. The 10Y stays near 5.3%. Slower growth + hotter prices complicate Fed easing and pressure equity multiples. Watch Oct. 7 FOMC minutes, 2pm ET. Bonds offer competition. Stocks need earnings to make their case.
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