Consumption

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X @The Economist
The Economist· 2025-08-13 03:20
Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/Wu291Zny4j ...
Thurston: Tariff pause brings a wait-and-see attitude to Chinese markets
CNBC Television· 2025-08-12 11:34
Blair. Good morning Vivian. Good to see you.>> Good morning Frank. Good to see you too. >> So just looking at the Chinese equities this morning, we were showing some of the ETFs that track Chinese equities.Earlier in the show. We didn't see a lot of big moves. Was this already priced in when it came to Chinese stocks.>> I think that to some extent market probably expected this given the complexity of the negotiation of two countries on the topic of tariff. And so that's why I think to some extent that you d ...
X @The Economist
The Economist· 2025-08-11 02:20
Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/jQp5q8Eq2A ...
We are seeing a slowing of the economy from the data, says Natixis' Jack Janasiewicz
CNBC Television· 2025-08-08 22:02
as the best performing stock in the S&P 500 this year. With a strong week in the books, markets now turn their attention to the July CPI report coming out on Tuesday. Can the numbers derail the recent rally.Let's bring in Jack Stewart. He's the lead portfolio strategist at Natixis. Jack, great to have you with us.What are your expectations. Do we actually start seeing inflation from tariffs show up. >> You know I think if you look at the most recent prints that we've had, we're seeing signs of it starting t ...
X @The Economist
The Economist· 2025-08-06 06:20
Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/iXKF1cZf3H ...
PIMCO's Libby Cantrill: Consumers will pay some of tariffs & it'll weigh on consumption and growth
CNBC Television· 2025-08-04 18:02
Politicization and weaponization of the Fed and key economic jobs could make it harder for President Trump to get his nominees confirmed by the Senate. For more on this, we want to bring in Libby Cantrell, who is head of public policy at PIMCO. Libby, it's it's kind of hard to think of the president getting shut down over an economic appointee, particularly given how much power he's had and how much sway he has had with the Senate controlled House and Senate lately.But why do you think things are going to b ...
X @The Economist
The Economist· 2025-08-04 10:20
If China’s households feel insecure, they will not spend. Pension reform may be the key to unlocking consumption, according to one analyst. The difficulty is getting the government to use it https://t.co/LmW2uFNWi0 ...
Using immigration to dismiss jobs data 'is a mistake', says Renaissance's Neil Dutta
CNBC Television· 2025-08-01 21:13
Well, someone else is going to be uh handling that one way or another, it seems. Neil Dada, what what do you make of what we got in the data today. The best data that we have at the moment anyway, and what investors should really take away from it about the state of this economy and the market.Well, I think for the Fed, it feels a little bit like deja vu all over again because this is kind of where we were around the same time last year. um you know things sort of uh seem okay and then you kind of get punch ...