Episodi
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This week, our 3 Things are:
The U.S. consumer. Is that remarkable resilience about to slow?
D.R. Horton. The story behind the miss.
Bush/Gore redux? Tuesday is not likely to be the end of this election. -
Episodi mancanti?
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This week, our 3 Things are:
1. Bank warnings. You’ll want to be aware of what Ally Financial is experiencing.
2. Small business struggles. Signals are not reassuring from the sector that accounts for 40% of GDP.
3. Post-inflation risks. It’s time to move your central bank obsession to the back burner. -
This week, our 3 Things are:
1. Savings rate. It’s either a sign of exuberance or something else.
2. 2025 earnings. Do the forecasts square up with the macro view?
3. Beige Book blues. Slowing is now consensus. -
This week, our 3 Things are:
1. Debt buildup. Keep an eye on the public sector.
2. Travel blues. An upcoming grounding.
3. Jackson Hole. A lot of topics, one course of action. -
This week, our 3 Things are:
1. Running of the bulls. Momentum is a tough thing to stop.
2. Politics and rates. The interplay has some dark undertones.
3. Aviation. Has it normalized? -
This week, our 3 Things are:
1. Banks. The FDIC is out with its quarterly assessment. Fresh data on all of those risks you’ve read about.
2. Corporate versus ABS spreads. There’s been a fairly dramatic move in the differential. We’ll explore.
3. ECB rate cut. It comes at a time when it forecasts higher inflation. Does that make sense? - Mostra di più
