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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...
Alex Haseldine
Nov 1, 20241 min read
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US PCE Report: Still Shopping
No sign from today's PCE report that aggregate consumer spending is slowing down. Slightly the opposite in fact...

Jonathan Wilmot
Aug 30, 20241 min read
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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

Jonathan Wilmot
Mar 7, 20243 min read
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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...
Alex Haseldine
Dec 5, 20235 min read
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Not Big Enough (Yet)
So far the energy shock isn’t big enough to send US economy into a downward spiral.
Alex Haseldine
Jul 29, 20221 min read
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