Weekly Market Commentary (12/01): PPI Trends Lower, Spending Holds Steady & Sentiment Drops скачать в хорошем качестве

Weekly Market Commentary (12/01): PPI Trends Lower, Spending Holds Steady & Sentiment Drops

This week’s Market Note with Alex Varner (Head of Research) and James Maxwell (Senior VP of Research) covers: • Markets: International equities continue to show leadership, while sector performance in the U.S. remains dispersed heading into year-end. • Inflation: The latest producer price data points to cooling pressures, with goods and services showing very different trends. • Policy Outlook: Market expectations for a December rate cut shift again as Fed commentary and incoming data reset the narrative. • Retail Sales: Consumer spending remains steady, and early holiday-season indicators suggest patterns worth watching. • Business Activity: Core measures of capital spending show resilience, offering insight into how businesses are positioning for 2025. • Consumer Sentiment: Confidence levels continue to soften, reflecting an ongoing disconnect between economic data and household perceptions. Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...