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This week, our 3 Things are:
1. Commodity price plunge. The narrative around much-discussed supply is shifting.
2. Consumer staples. After a period of heightened event risk, the sector’s defensive nature is conveniently returning.
3. Texas Manufacturing Outlook Survey. Activity in the Lone Star State has fallen dramatically.
5
1717 ratings
This week, our 3 Things are:
1. Commodity price plunge. The narrative around much-discussed supply is shifting.
2. Consumer staples. After a period of heightened event risk, the sector’s defensive nature is conveniently returning.
3. Texas Manufacturing Outlook Survey. Activity in the Lone Star State has fallen dramatically.
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