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At Last, Key U.S. Economic Data Return

Source: SeekingAlpha

2025-11-18 10:05:00 ET

Transcript

At last, key economic data will return after the longest-ever U.S. government shutdown ended last week. Its release will help us assess our risk-on stance, which hinges on soft labor market data giving the Fed room to cut. We also watch Nvidia ( NVDA ) earnings - a key signpost, given our tilt towards U.S. stocks and the AI theme....

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At Last, Key U.S. Economic Data Return
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