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
November 20, 2023 | Commercial real estate and the forgotten office building are under pressure as loan delinquencies increase.
Why It Matters: There’s a consensus this is a troubled area post-Covid, and rising interest rates compound these problems, need to keep an eye on it.
Source: Torsten Slok
...November 20, 2023 | Presidents Xi and Biden met this week, aiming to reduce tension after years of rising strains.
Why It Matters: Rebuilding this relationship is key. The U.S. needs consensus on geopolitical issues in Ukraine and Israel, while China aims to revive its slowing economy. Source: SoberLook
...November 20, 2023 | U.S. Stocks gained +2% last week, buoyed by weaker-than-expected inflation and manufacturing prices.
Why It Matters: With inflation falling faster than expected, additional Fed rate hikes are likely in the rearview mirror. Source: SoberLook, Source Financial Advisors
...August 28, 2023 | Fresh data from Germany hints at an economic slowdown. Why It Matters: China’s economic ripples are washing up on German shores. The European Union’s performance will be our key indicator if China’s demand is on the upswing again.Source: thedailyshot
...August 28, 2023 | Initial Pulic offerings (IPOs) and capital markets are still mostly shut — barely outpacing 2022. Why It Matters: Surprising… Even with yhe stock market moving higher, capital markets aren’t bustling. Could this signal the stock market’s strength isn’t as solid as believed? Source: dailychartbook
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