Although the “New Nafta” agreement is likely to create an early lift to the markets this week, we expect an important week for economic data to add a bit of volatility. The economic focus for investors should be the September Employment Report due out on Friday, which is widely expected to reinforce a strong outlook for hiring. The days leading up to it will feature the release of ISM, Factory Orders and Durable Goods, which should provide a good picture of U.S. manufacturing as interest rates have continued to rise.
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