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Alex Haseldine
Nov 11 min read
US Consumer Spending Remains Strong, But Are Households Really Feeling It?
In the latest quarter, real consumption in the United States grew at a robust 3.7% annual rate. Goods consumption surged at an impressive...
9 views
Jonathan Wilmot
Aug 301 min read
US PCE Report: Still Shopping
No sign from today's PCE report that aggregate consumer spending is slowing down. Slightly the opposite in fact...
3 views
Jonathan Wilmot
Mar 73 min read
European Goods Demand: Missing in Action
Euro area goods demand should be resurgent...after a prolonged period of weakness, euro area retail sales should be recovering...they aren't
16 views
Alex Haseldine
Dec 5, 20235 min read
Fours Reasons To Be Thankful
And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...
38 views
Alex Haseldine
Jul 29, 20221 min read
Not Big Enough (Yet)
So far the energy shock isn’t big enough to send US economy into a downward spiral.
18 views
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