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Tag Archives: retail sales
US Consumer Spending & Labour Market
Markets have been range-bound for some time and here’s the time where I get some capacity to deep dive into some of the more fundamental side of macro markets. In this piece, I explore the marked increase in consumer spending … Continue reading
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Tagged consumer spending, cpi, household wealth, labour market, NFP, retail sales, savings rate, unemployment, wage
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Commentary: Risk-on into Global Equities & EM Assets
Last week has been full of surprises with BNM and BoE taking the center stage. Equities are rallying through the sky with Nikkei 225 (+9.52%) taking the lead as the weaker yen boosted the export-oriented country. S&P 500 broke a … Continue reading
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Tagged bnm, boe, brexit, china, economics, fai, finance, gdp, macro, ppi, retail sales, s&p 500, turkey
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