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Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
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2024年07月09日
Another month of soft retail spending
Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and debit cards, was down 0.5% year-over-year (y/y) in June. Card spending per HH was
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2024年07月12日
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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2024年07月18日
