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Macro Briefing: 3 May 2021

Summary:
* Households in wealthy nations amassed record savings–will they spend it?* Nearly two-thirds of Americans are optimistic on direction of US, poll finds* Warren Buffett says US economy is red hot with rising inflation risk* Verizon is considering selling AOL and Yahoo remnants* Eurozone manfacturing activity continued to accelerate sharply in April* US dollar on track for longest run of weakness in nine months* Broad-based commodities bull market is gathering momentum* Is herd immunity still possible for the US? Maybe not* US consumer spending rebounded in March* US personal income spending surged in March due to gov’t stimulus:

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* Households in wealthy nations amassed record savings–will they spend it?
* Nearly two-thirds of Americans are optimistic on direction of US, poll finds
* Warren Buffett says US economy is red hot with rising inflation risk
* Verizon is considering selling AOL and Yahoo remnants
* Eurozone manfacturing activity continued to accelerate sharply in April
* US dollar on track for longest run of weakness in nine months
* Broad-based commodities bull market is gathering momentum
* Is herd immunity still possible for the US? Maybe not
* US consumer spending rebounded in March
* US personal income spending surged in March due to gov’t stimulus:

Macro Briefing: 3 May 2021

James Picerno
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.

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