Greetings,
The United States: The Conference Board’s consumer confidence indicator edged lower this month.
Europe: Economists now expect only one Norges Bank rate cut before the end of the year (from 4.5%).
Emerging Markets: Which currencies are most vulnerable to US dollar strength?
Energy: The US and Qatar are driving growth in global LNG supply.
Equities: US companies that focus on onshoring or primarily depend on domestic production have significantly outperformed those that rely on international supply chains or have a substantial international manufacturing footprint.
Food for Thought: Share of renters spending over 40 percent of disposable income on rent in selected countries:
Edited by Josh Oldmixon
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