Consumer
Chinese Housing Market: A Fourth Year Of Contraction…
Disappointing Singapore NODX Hides Positive Dynamics…
China IP Growth Tops Expectations But The Property Market Remains Frail…
US Homebuilder Sentiment Continues To Recover…
Is Dr. Copper Sensing A Chinese Recovery…
Structural Trends in Emerging Markets Debt: Global Savings Glut…
Improved consumer morale will not compensate for the fading tailwinds to consumption. Neither will the wealth effects from higher stocks and home prices.
Beige Book Indicates Consumer Pushback On Price Increases…
Australia's Macro Environment Validates Long AUD Position…
Chinese Credit Demand Remains Muted…