The United States: US retail sales beat consensus, but the latest monthly increase was driven by the hurricanes (damaged/flooded car replacements and higher spending on gasoline).
On a year-over-year basis, retail sales growth remains stable (shown here ex. gasoline spending).
Credit: US banks continue to report a rise in consumer loan delinquncies.
China: Unofficial forecasts point to a meaningful slowdown in growth over the next couple of years. Here is an example.
Equity Markets: Tech stocks have seen more upside earnings surprises than the overall market.
Energy Markets: This is a forecast for the electricity production mix in 2026.
Food for Thought: US clean energy performance vs. the targets from last decade. Will the progress slow down going forward?
Edited by Paul Menestrier
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