August 5, 2022 | Seeing a noticeable divergence in sentiment between US high income earners and their middle and low-end peers. High incomer earners account for ~40% of all spending. Something to watch: A further deterioration by this crucial group could mean storm clouds ahead. Source: Morgan Stanley

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July 29, 2022 | EU consumer sentiment reached the lows last seen in ’08 as worries of impending recession spreads. This will cause ripples and fan the flames of an already weak Chinese economy who have come to rely on the EU as a driver of growth. Source: Alpine, Statista, @thedailyshot

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