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5 things we watch: Consumer Spending, Seasonality, China, Earnings and Tesla

5 things we watch: Consumer Spending, Seasonality, China, Earnings and Tesla

The consumer is rebounding fast due to several inflation-linked technicalities in January, while China is now obviously open for business. This should be fuel for equities despite all the bear-porn out there, but also worrying from an inflation perspective.

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Spending Watch – The consumer is back

Spending Watch – The consumer is back

After an outright terrible end to 2022 for consumer spending, 2023 has started off on a better note. Is the consumer spending back? And what are the driving forces behind the consumption comeback in case?

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