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?

To read the full article, sign up for a 14-day FREE trial of the Premium plan.

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

5 things we watch: Higher(er) for longer(er), the consumer, core price pressures, energy prices and cyclicals

If this truly is a rebound in activity with consumption back in the service sector, then there is no reason to sell equities. This is the big schism currently. Why sell both fixed income and equities if the economy is doing better? Current market trends are not sustainable. Something will HAVE to give.

To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan.

US inflation watch – Charts, charts, charts

US inflation watch – Charts, charts, charts

With the recent almost farcical economic data coming out of the US, we bet economists and traders are on the edge of their seats awaiting the coming CPI-print. In this ‘preview’ we’ll turn to our charts trying to align expectations to select indicators.

To read the full article, sign up for a 14-day FREE trial of the Premium plan.