Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures

Alan Brazil

SOM Macro Strategies
September 12, 2023

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Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures

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Speevr Intelligence

Most recent by SOM Macro Strategies

Part II: Current China Stimulus Is Not Enough

Part I: American Exceptionalism

REPOST | China Needs Stimulus Because It Is Becoming Japan

Tail Hedges For Recession And Market Downside Risk

Update On Recommended Trades

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Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures