(1) A good week for the Bears. (2) Census workers bloat jobless claims. (3) Retail sales go up, then down. Up next? (4) Inventory accumulation slowing, but another round of liquidation unlikely. (5) US trade report was great news for foreign exporters. (6) Fed’s latest policy move moves yields down. (7) No slowdown in China’s electricity usage. (8) Some bad news out of Europe. (9) Consumers don’t expect deflation. (10) The Bond Omen. (11) The Hindenburg Omen. (12) Still in a recession? NOTICE: Our Morning Briefings are now available on FactSet.
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