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The rebalancing continues; chance of a Dec hike dips further
Flattered by S&L education jobs and an unsustainable rebound in the private sector
Unemployment and wages data reduce September hike odds still further
Strength all round, but none of it definitive
A second straight upside surprise, but no clear signal for payrolls
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence