activityaialastairanotherbackbankbanksbetterbidbidsbigbitcoinblahbondboombubblebudgetcakecanarycapcapitalcapscarrycentralchinachinesechristmascompaniesconcurrentconsumercontinuecontrolcutcuttingdealsdefiesdeflationdeflationarydonendingenoughequitiesetfseuropefailurefallfedfinancialgamesglobalgoesgoldgoodgrowthhappeninghigherholdhousinginflationjobslandlandinglesslifelikelowermacromarchmarketsmarksnewsnextnovemberoctoctoberoiloutlookpartypivotplayspluspowellpricedpricesproblemprognosticatorpurposerallyrateratesrerealrecessionrecoveringreevesresilientriskrisksrotationsmallsoftsosanderstarmerstewarttelecomtradetrumpukupdateusvaluevolatilitywarnswarsweekweekendwillworld