Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Friday Will Confirm Inflation on a "Glidepath Lower."

HEADS UP: Tom will be back on Monday to publish the First Words/Macro Minutes.

We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market.

Please click below to view today’s Macro Minute (Duration: 7:41).

______________________________________________________________

The most important data point over the past two days was Q2 GDP which ...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 1/2

By continuing, you agree to the Terms of Service and Privacy Policy.

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in
Disclosures (show)

Events

Trending tickers in our research