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Odds Increase That the Fed Doesn't Cut Rates This Week

Another FOMC decision is upon us. Expectations are for a 25 bps cut. Equity markets are near all-time highs and US economic data continues to be resilient. A communications embargo has limited public FOMC communications. NLP analysis of available FOMC communications suggests a much lower likelihood of a rate cut

china

Congress Supports the Trade War, Even if You Don't

Conventional wisdom is that Congress doesn’t support the trade war. Sentiment analysis of every member’s Twitter feeds paints a different picture. TL;DR: Congress is about as negative on China as the President is. And their followers are rewarding negative China tweets with more likes and