Group 1 - Stubborn inflation and skyrocketing home prices are creating uncertainty in the residential property market, impacting consumer discretionary spending [1] - The challenges in the residential property market are affecting the sales of household durable goods and home improvement products and services [1] Group 2 - The analyst has been involved in stock investing and macroeconomic analysis for nearly a decade, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst has diversified investments across different industries and market cap sizes, including holdings in US banks, hotels, shipping, and logistics companies [1]

Stubborn inflation and skyrocketing home prices are causing uncertainty in the residential property market. These factors also make it challenging for consumers to sustain their discretionary spending. With that, household durable and home improvement products and servicesI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistic ...

Philip Jefferson offered a case study in the central bank's predicament Monday, acknowledging the risk of stubborn inflation and weaker employment conditions—dueling threats that call for opposing prescriptions. ...