MM #101 – Spending it all out?

In this episode we focus on the state of the US consumer. Are things looking great or not exactly? Oil prices are also on the move higher. It’s good, isn’t it? As usual we preview the next events.

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  1. Flashing the cash?: Strong retail sales, good revisions and upbeat sentiment paint a rosy picture. We acknowledge the upside for the US consumer and the next Fed decisions but also poke a few holes in those pockets.
  2. Rising oil prices: There are so many moving parts in the price of the black gold. We keep you up to date on everything you need to know and discuss some seasonality that always has its impact.
  3. Preview: A streak of UK figures, Chinese data and the Fed minutes all stand out. Maybe we’ll get answers to the questions above.

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