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We totally forgot about the US jobs number earlier today!
Non-GSIB banks comeback
Between beginning to write the last update and sending it, the non-GSIB US banks came roaring back. We jinxed it. The first point of resistance was met. Will they continue to outperform the largest ...

 

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NFP | Where’s the US economic data pointing to?

Recent US economic data is undeniably strong. Investment outlooks are probably yet to reflect these developments.