Recent Data Still Point To Solid US Growth For Q3

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The resonance of summer warnings that the US economy is on the precipice of recession continue to fade from the perspective of the upcoming third-quarter GDP report...0% rise, but a mid-2% advance, if correct, renders recession risk null and void for the third quarter... In late-August, for instance, we wrote: “If a recession in the US has started, or is imminent, the threat has yet to show up i...

Macro Briefing: 30 September 2024

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“The resilience of consumer spending and the stronger foundations strengthen our conviction that the near-term outlook for the economy remains bright,” says Michael Pearce, deputy chief US economist at Oxford Economics... The rise extends a rally sparked by news of new stimulus programs to support the weakening economy... Meanwhile, China’s economy weakened further in recent weeks, accordin...

Book Bits: 28 September 2024

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By purchasing books through this site, you provide support for The Capital Spectator’s free content... Foerster Review via Ivey Business School Foerster blends historical storytelling with practical insights, demonstrating how understanding past investment successes and failures can help you sharpen your own strategy... ● The Burning Earth: A History Sunil Amrith Review via Financial Times Th...

Architecture to AWS CloudFormation code using Anthropic’s Claude 3 on Amazon Bedrock

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Architecting specific AWS Cloud solutions involves creating diagrams that show relationships and interactions between different services... Instead of building the code manually, you can use Anthropic’s Claude 3’s image analysis capabilities to generate AWS CloudFormation templates by passing an architecture diagram as input... Use cases for architecture to code The following are relevant ...

How Northpower used computer vision with AWS to automate safety inspection risk assessments

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Solution overview Amazon SageMaker is a fully managed service that helps developers and data scientists build, train, and deploy machine learning (ML) models... In this solution, the team used Amazon SageMaker Studio to launch an object detection model available in Amazon SageMaker JumpStart using the PyTorch framework... Northpower chose SageMaker for a number of reasons: SageMaker Stud...

Slide In Energy Contrasts With Rallies Elsewhere In Commodities

TutoSartup excerpt from this article:
The case for categorizing commodities as one asset class has always been a shaky affair based on convenience rather than logic...Energy may be second to none in terms of an economic footprint in the commodities space, but its influence across the asset class – if we can call it that – is limited... As energy commodities stumble, prices are rallying elsewhere... The implication: carving out a...