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08:47
Momentum Shift: A Closer Look at the US Consumer
Hailey Orr, Director of Capital Markets Strategy for MUFG and co-author of the firms recently published research “Momentum Shift: A Closer Look at the US Consumer”, shares insights from the research, discusses mixed macroeconomic data, and expectations for a US recession.
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08:30
Consumer Spending Betraying Sentiment
The market is still searching for direction amidst the ides of July and Q2 earnings calls, strong consumer spending and near-half-century-low consumer sentiment, and fund managers reducing their allocation to equities to lows not seen since October 2008.
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00:53
What will June CPI show us?
“Headline [CPI] is what people feel. People feel food and energy.” Cameron Dawson talks to Jim Iuorio about the real impact of inflation and the challenges it poses for the Fed if headline CPI remains high. Register now to watch the full panel discussion.
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02:10
Five Long-Term Transitions to Watch in Complex Times
While the labor market has recovered, consumption patterns may have permanently changed. Chief Economist Blu Putnam measures five critical transitions in the markets.
