Consumer
Caixin Services PMI Underscores Positive Demand Dynamics…
Is US Demand Slowing Or Reaching A Steady State…
ISM Services PMI Contracts In April…
What Inflation Rate Do People Prefer…
Investors should prepare for economic data to weaken even as policy uncertainty and geopolitical risk skyrocket ahead of the US election.
US Consumer Confidence Plunges On Perceived Labor Market Deterioration…
On US Home Price Resilience…
The latest edition of our Big Bank Beige Book suggests the expansion remains intact, though weakness in C’s private-label credit card portfolio could be a harbinger of distress among lower-income consumers. We remain tactically neutral with a bias to turn defensive once clearer signs of a recession emerge.
Investors anticipate a record growth gap between the US and the Eurozone in 2024. Does this skewed expectation create market opportunities?
Our latest views on the recent increase in Treasury yields and some key things to watch at next week’s FOMC meeting.