Updates – Macro Trend

The U.S. economy slowed in the third quarter as previously reported, but the pace was likely strong enough to keep growth on track to hit the Trump administration’s 3 percent target this year.

U.S. home construction improved a slight 1.5 percent in October, but in a troubling sign, ground breakings for single-family houses fell.

U.S. manufacturing output increased for a fifth straight month in October, shrugging off a sharp decline in motor vehicle production and suggesting underlying strength in factory activity.

U.S. retail sales rebounded sharply in October as purchases of motor vehicles and building materials surged.

A preliminary reading on consumer sentiment for November came in slightly above expectations.

Tariff concerns remain a key talking point on Wall Street when dissecting the market volatility fit over the past month, but the issue seems to be carrying less heft among corporate executives.

U.S. companies have localized their operations around the world. Eventually, Chinese firms will, too.

China’s record imports of crude oil in October are without a doubt a bullish outcome, but within the broader pattern of growing demand there were some temporary factors lifting purchases.

Apple topped the list of mobile phone vendors with the highest gross merchandise value (GMV), beating Chinese companies like Huawei and Xiaomi.

U.S. earnings growth for S&P 500 companies in the third quarter is on track to be the highest since 2010, eclipsing the strong results from earlier this year, according to IBES data from Refinitiv.