United States: Higher consumer inflation tends to be good for profit margins.
According to Morgan Stanley, CapEx plans have recovered.
But small business spending is lagging.
Europe: Online search activity for credit cards slumped in Europe, diverging from the US.
In addition, the EU is proposing ambitious reductions in emissions.
As a result, carbon credit prices may climb further.
China: Profits have accelerated in the auto sector, while machinery and electronics have leveled off since April.
Will stronger industrial profits boost investment?
Energy: Peak oil demand?
In addition, speculative accounts have been trimming their bets on Brent.
Equities: Here are the betting market odds after the debate.
Is this a case of “spurious correlation”?
Food For Thought: Obesity around the world:
Edited by Devon Lall
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