Consumer
A Lukewarm Signal From The Beige Book…
What To Make Of The US Housing Market…
Resilient US Retail Sales Suggest Dovish Fed Surprise Not Imminent…
China's Economic Outlook Remains Gloomy…
Are Inflationary Pressures Picking Up In Canada…
Rate Cut Expectations Continue To Bolster German Investor Morale…
PBoC Unexpectedly Holds Medium-Term Rate Steady…
Deflationary Headwinds Dominate In China…
The market’s pricing of a soft landing means that geopolitical risks are becoming more, not less, relevant in 2024. US domestic divisions will invite challenges as foreign powers rightly fear that US policy will turn more hawkish after the election.
China’s Property Market: A Prolonged Drag…