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Tag Archives: consumer spending

Is the strength of the US consumer overrated?

November 29, 2019by jsblokland Leave a comment

The US consumer, which represents a bigger share of global GDP than China’s economy, has been the main driver of US GDP growth in recent quarters. Spurred by job and […]

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FINANCIAL MARKETS, MACRO

The Confident Consumer

November 9, 2018by jsblokland Leave a comment

US consumer confidence rose for the fourth consecutive month in October, and has now reached an 18-year high. But while this is certainly an impressive milestone, the sharp increase hasn’t […]

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MACRO

Week End Blog – Greece falters, but Europe persists

January 30, 2015by jsblokland Leave a comment

This week, markets were made clear that Syriza, the convincing winner of the Greek elections, means business. Syriza has taken a hard stance towards Europe, at least for now, which […]

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FINANCIAL MARKETS, MACRO

Week End Blog – China slowdown, Eurozone resilience and American windfall

October 24, 2014by jsblokland Leave a comment

Welcome to the Week End Blog. This week’s main macro number had to be Chinese GDP growth for Q3. Year-on-year GDP growth came in at 7.3%, slightly above expectations. Yet, […]

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FINANCIAL MARKETS, MACRO

Consumer Confidence Explained

March 4, 2014by jsblokland 1 Comment

Last week, German consumer confidence came in at the highest level since January 2007. Confidence among German consumers bottomed shortly after the outbreak of the financial crisis in 2008 and […]

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MACRO

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