Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/LLEA512VvT ...

Discover the benefits of moderate inflation in driving economic growth and preventing deflation, as seen by economists and policymakers. Understand its impact on consumption and savings. https://t.co/TW6OwRW9lQ ...

The big news this week, corporate in corporate China, right. You remember Starbucks and the issues they're having there with their foreign units. In fact, when you look at the opposite, some of the success stories, Lululemon, when you look at their specific China unit and the amount of growth they've seen throughout the year is expected into the next few years.So from about early 2020 to $400 million into the expected close to 2 billion off the China business, that's about a5x growth just over five years. R ...

Economic Outlook - Consumer confidence has fallen to its lowest level since April, indicating potential challenges in the broader markets and economic outlook [1] - There is a split in expectations regarding job growth, with some anticipating higher growth while others foresee lower growth, reflecting a mixed sentiment among consumers [3] Consumer Behavior - Real personal disposable income is declining at an annual rate of approximately 1%, yet consumer spending remains stable, likely supported by equity gains and home appreciation [4] - Consumers are currently relying heavily on the wealth effect to maintain their consumption patterns, despite underlying economic stress [4][5] - There are indications that consumers may be growing weary of spending, which could impact future consumption patterns [7] Market Sentiment - The investment community remains cautious, with widening outcomes in economic forecasts, particularly regarding the impact of AI on productivity and labor markets [9][10] - The expectation is for a slowing economy with decent nominal growth, potentially leading to a resurgence in productivity driven by AI in the coming years [11] Federal Reserve Policy - The Federal Reserve is likely to continue its quantitative tightening through the end of the year, as concerns about the balance sheet size persist among committee members [13][14] - There is ongoing debate about whether the Fed will adjust its inflation target from 2% to 3%, reflecting broader discussions on monetary policy [12]

Let's get back to the broader markets and the outlook for the economy after consumer confidence this month did fall to the lowest level since April. Joining us this morning is Medlife Investment Management chief market strategist Drew Mattis. Been watching a lot of this stuff closely.Drew, good to see you again. >> Good to good to be here. So, Conference Board is is kind of instructive and it it does fit a little bit with the narrative being built at Amazon and GM and Paramount uh where headcount is either ...

Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/E9LRr9LnF2 ...

Market Environment - The current credit market is very active, with record pipelines and earnings across the board, indicating a strong cycle for credit despite some expected hiccups [2][4]. - The uncertainty that previously affected the market, such as tax policy and tariffs, has largely been resolved, allowing for increased business activity including M&A and IPOs [4][5]. Economic Outlook - The market is believed to be in the earlier innings of a positive cycle, with expectations of continued growth into 2026, barring any significant geopolitical events [5]. - There is a caution regarding Federal Reserve policy, suggesting that while some rate cuts may be necessary, the idea of multiple significant cuts is not supported [6][10]. Investor Behavior - A generational divide exists in investment perspectives, with older investors focusing on performance while younger investors prioritize interaction through social apps and do not view performance as a primary concern [11][12]. - The blending of prediction markets with investing is seen as problematic, emphasizing the need for education on the differences between investing and gambling [13].

2025年前三季度，GDP同比增长5.2%，比上年全年和上年同期分别加快0.2、0.4个百分点。分季度看， 2025年一、二、三季度GDP同比增速分别为5.4%、5.2%、4.8%。 10月20日，国家统计局公布了上述中国经济增长成绩单。国家统计局在数据发布当天发文表示，三季度 GDP增速回落是多种因素共同作用的结果，实现全年目标仍有较多有利条件。放眼全球，5.2%的经济 增长水平在主要经济体中名列前茅。中国经济是一片大海，而不是一个小池塘，能够经受住风吹浪打甚 至狂风骤雨的考验。 拆分来看，5.2%的GDP增速传递出多重信号：在拉动经济增长的"三驾马车"中，消费已稳定成为第一大 动力；消费在稳定增长过程中仍面临一系列挑战，有待相关政策进一步出台；中国经济在2025年乃 至"十五五"时期，仍有强大的增长韧性。 国务院发展研究中心宏观经济研究部研究员张立群表示，前三季度中国经济顶住内外压力，总体保持平 稳增长，成绩来之不易。但也要看到，前三个季度的GDP增速呈逐季下行的态势。接下来，受需求收缩 制约，预计四季度GDP增速可能将继续呈现下行态势。要确保实现5%左右的GDP增速目标，第四季度 必须持续加大宏观经济政 ...

Consumption in China remains weak. Efforts to spur spending will feature prominently in the next five-year-plan https://t.co/8Qz7xF8zzP ...

>> LIVE FROM SINGAPORE, THIS IS INSIGHT WHERE WE DIVE DEEPER INTO THE STORIES THAT MATTER WITH CRUCIAL CONTEXT. CHINA’S INDUSTRIAL PROFITS SAGGED IN AUGUST SUGGESTING A NATIONAL CAMPAIGN TO TACKLE OVERCAPACITY AND COMPETITION IS PAYING OFF. AFTER YEARS OF AVERSION GLOBAL MONEY MANAGERS ARE VENTURING BACK INTO CHINA WITH OFFICIAL DATA SHOWING FOREIGN INFLOWS RISING ACROSS ASSET CLASSES.AND WITH FOREIGN FUNDS STILL UNDER WAY AND MAINLAND EQUITIES COULD THE RALLIES HAVE MORE TO RUN. AND INDIA BEATS PAKISTAN TO ...