Market 10/17: Economic Data Stronger Than Expected

If you missed the best recent articles:

• Is There Intervention in US Economic Data?

• Why Is China Hastily Pivoting Policy?

• How Do the Economy and Debt Cycles Work?

• Why Can't the World Give Up the Dollar?

Key highlights:

• September retail sales blow past all forecasts

• Unemployment benefits stabilize after storm

• Industrial production collapses in September

• Crude oil inventories drop sharply, production hits new high

• China adds more policy support

• Europe cuts interest rates 25bps

• TSMC: Massive revenue and profits with AI

• Market: Chips double SPY, interest rates weigh on small caps