If you block out the noise coming out of Washington, D.C., as most investors do, the fourth and final full week of September 2019 saw a lot of good news for the U.S. economy. Even the ever uber-pessimistic Tyler Durden grudgingly acknowledged as much before setting the stage for future doom:
The last few weeks have seen a dramatic surge in US macro data surprises (to the upside), dramatically diverging from the rest of the world (and almost single-handedly improving the global data)...
ZeroHedge chalks much of that effect to the U.S. government's "Use It