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28.05.26 - 07:48
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UBS′ MacLeod on Markets, Investor Sentiment (Bloomberg)
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Niall MacLeod, Head of APAC Product at UBS, discusses the outlook for macro markets and investor sentiment. He speaks with Stephen Engle from the sidelines of the UBS Asian Investment Conference in Hong Kong. (Source: Bloomberg)...
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27.05.26 - 23:15
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Why Is Consumer Sentiment At Record Lows? (ZeroHedge)
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Why Is Consumer Sentiment At Record Lows?
Authored by Charles Hugh Smith via substack,
Consumer sentiment is at record lows because there is zero visibility on any real-world trends that would be positive for the bottom 90%. Vague promises of super-abundance are not visibility.
Why is consumer sentiment at record lows while the stock market is at record highs? The media / social media are ablaze with coverage and commentary on this K-shaped economy, for example: The Stock Market Has Never Been So Good When People Have Felt So Bad: Stocks are partying like it's 1999. Americans haven't been this gloomy in 70 years. (wsj.com)
While much commentary focuses on the rising cost of living (i.e. inflation) and the potential disruption of jobs by AI, these miss the larger dynamic of visibility, i.e. what is visible looking forward. If the horizon is clouded by uncertainty and unaffordability, then the core investments in the future--a family home and a family--are no longer in reach except for t...
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