Recession-Hard/Soft Landing
Can Housing Save The US Economy…
China Property Slump Worsens…
China's Credit Growth Continues To Underwhelm…
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.
Are Small Businesses' Job Openings Swimming Against The Tide…
Where Have All The Older Workers Gone…
Our reaction to this morning’s CPI report and this afternoon’s FOMC meeting.
Super Core CPI Declines For First Time In Over 3 Years…