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The United States: Labor market imbalances eased further, with the number of job openings per unemployed person returning to pre-COVID levels.
Europe: The Czech Republic’s GDP growth was softer than expected last quarter.
China: The IMF sees China’s GDP growth slowing further.
Commodities: A small allocation to commodities can improve the risk-adjusted returns of a traditional 60% equity/40% bond portfolio.
Energy: Europe is on track to reach gas storage capacity in November, ahead of peak demand, which could constrain prices.
Equities: Is a softer US labor market signaling slower earnings growth ahead? (the Russell 3000 is a broad equity index that includes large and small caps)
Food for Thought: Voter preferences in swing states for the 2024 presidential election:
Edited by Josh Oldmixon
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