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Retail sales details look good, lots of bounce back and strong autos driven by huge sales bump. CPI less strong, lots of sequential weakness
Lots of doves (yellow) but they're not all aggressive; hawkish view is a hedged bet (green) of rates up but slowly. Not new, but interesting
Financial conditions loosening = bearish, per two FOMC members.
Odds for a December rate hike are touching 80% at this point:
To describe this month's establishment survey as an outlier would be understating things pretty dramatically.