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This week, our 3 Things are:
1. Savings rate. It’s either a sign of exuberance or something else.
2. 2025 earnings. Do the forecasts square up with the macro view?
3. Beige Book blues. Slowing is now consensus.
5
1717 ratings
This week, our 3 Things are:
1. Savings rate. It’s either a sign of exuberance or something else.
2. 2025 earnings. Do the forecasts square up with the macro view?
3. Beige Book blues. Slowing is now consensus.
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