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November notebook: Solar noise + cereal toys

Daryl Smith, CFA, Head of Research (London)

Neudata Tidbits
Post feature

A year ago, many financial news outlets predicted the US to have entered a recession by now. And yet here we are, with the US economy delivering a blockbuster 3Q GDP performance of 4.9%.

As it turns out, the US consumer is spending more than many thought.

My thoughts (somewhat predictably) go straight to ‘fine…but what data saw this coming?’

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