Biweekly Market Recap 2018/5/19

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GDP: 

Comes down from 2.9% to 2.3%… non-manufacture sector is doing a little bit better…

Consumer: 

Used to have a few hard data on consumer spending/sales in the past few months, but Q1 we have a growth on the consumer spending.  US is tracking the global consumer spending growth.

CapEx:

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Inflation:

General up trend… Although a little soft patch

Trade:

China US reach to a deal today (May 19th). There are some frictions and unsettled issues with Canada and others (NAFTA trade)

Oil:

Supply driven, the fundamental doesn’t change

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