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Import stockpiling likely to resume; equipment investment probably weak again in Q4.
Mostly a hurricane story, but sales probably will remain weak.
Hurricanes weigh on single-family starts, but the underlying trend is flat.
October's improvement mostly reflects politics.
Weakness in the sector extends well beyond Boeing.
Hit to payrolls from Milton likely was limited.
No reason to change payroll forecasts, given ADP's poor record
Boost from Milton underwhelms, while claims elsewhere drop back.
Helene and strikes obscure the underlying trend.
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