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Economic Growth

US Consumer: "Richcession" Will Be A Drag On Spending…
US Small Business Sentiment Deteriorates…
Hedging The Oil Risk: Sell EUR/NOK…
NY Fed Survey Results Warn About Consumption Outlook…

Stocks perform worse in presidential election years than average years, especially in the first half of the year, and especially if the ruling party ends up falling from power. Investors should take risk off the table until the unemployment rate peaks.

Pro-Growth Policy Hurts The Polish Zloty…
The Dollar And Global Growth…
Weaker-Than-Expected Japanese Economic Data…
US Beige Book: Cooling Labor Market, Softening Inflationary Pressures…

In this week’s report, we assess the key reasons why the dollar has risen, and if that is set to continue.