(1) Center-stage worries. (2) Still bullish but curbing our enthusiasm. (3) Whether Fed is turning from neutral to restrictive remains a worry. (4) Lots of confusion about Trump’s China policy should clear up after mid-terms. (5) Santa vs the two Grinches. (6) Goldilocks was a moocher with bad taste. (7) When wage “inflation” isn’t really inflation. (8) Productivity may finally be heating up, which is heating up economic growth while cooling price inflation. (9) No pickup in unit labor cost inflation. (10) Lowest short-term unemployment rate on record! (11) Bonds are not having fun. (12) Movie review: “Bohemian Rhapsody” (+ + +).
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