Consumer
Consumer Sentiment Deteriorates Despite Easing Price Pressures…
The Consumption Outlook Outside Of The US…
Global consumer spending is likely to slow over the coming quarters, culminating in a major economic downturn in late 2024 or early 2025. Investors should maintain benchmark exposure to equities for now but look to turn more defensive by the end of this summer.
Investor Sentiment Turns Positive In The Eurozone…
US Consumer Credit Growth Disappoints In April…
Excess Savings Won’t Save China's Economy…
The Outlook For Capex Runs Through Consumers…
Recession Is Still On The Horizon…
Oil Demand Forecasts Raise The Risk Of Disappointments…
The US economy is in the “Overheating” phase, so stronger growth brings higher inflation. Tight monetary policy means recession is still likely over the next 12 months. Stay defensive.