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The US consumer
‘No cause for concern yet’ but retail and leisure firms face ‘challenging’ times
Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
Long-term bond yields have risen despite weakening economic data
The White House may be hoping to inflate its way out of the debt burden
Germany isn’t the only magnet as investors are also warming to global ex-US funds
Issue of the week: brighter Britain? Is ...