December 4, 2023 | U.S. Gross Domestic Product (GDP) exceeded expectations, surging +5.3% thanks to robust consumer spending and inventory restocking.

Why It Matters: This underscores the economy’s resilience driven by consumer spending – an indicator of sustained economic dynamism.
Source: SoberLook

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May 1 2023 | U.S. Gross Domestic Product came in lower than anticipated and investment is showing signs of slowing down. Why it matters: The impact of higher interest rates on investments cannot be ignored, and the Fed’s projected +0.25% interest rate rise next week will only add more fuel to the fire. Source: Gavekal

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