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Michael Kantrowitz highlights that the Citi Global Economic Surprise Index is below zero for a record 290 consecutive days. #globalgrowth #earnings #stocks
Michael Kantrowitz and the strategy team released an ETF selection tool today that identifies various ETFs’ sensitivity to macro variables while highlighting key attributes such as EM sales exposure, EPS revisions, etc. #Stocks #ETFs
From @csm_research: Real consumer spending looks on track to slow from 1Q’s 2.9% y/y, to 2.4% in 2Q, & 2.2% by end of 2019...fading support from tax cuts, tightening lending standards, & 2 distinct price shocks– gasoline and tariffs– all contributing to slowdown
Aneta Markowska highlights that real consumer spending looks on track to slow to 2.2% by year-end. Fading support from tax cuts, tightening lending standards, higher gasoline and tariffs are all contributing to the slowdown. #tariffs #consumer $XRT
Roberto Perli highlights that while momentum is building for changes to the Fed’s inflation target, it is unlikely to change before H1 2020.