Consumer Confidence Tag

Mid-Quarter Update: What Does Transitory Mean?

02 Sep, by Steven Vannelli, CFA in Economy, Markets, Portfolio Management

In this Mid-Quarter Update, we discuss our analysis on the following topics: -Recent readings on consumer confidence have rolled over. The surveys are validated by the stagnation in real consumer spending in the last few months. -In conjunction with the slowdown in house sales and durable goods...

Japanese Consumer Confidence Drops to 13-Month Low

17 Jan, by Knowledge Leaders Team in Uncategorized

Japanese consumer confidence today dropped to the lowest reading since December 2012, signaling perhaps (despite the nearly 100% price gain in the Nikkei over the last two years) not all is fixed in the land of the rising sun....

More Disappointing Japanese Survey Data

12 Nov, by Knowledge Leaders Team in Uncategorized

Yesterday we cited the weaker Economy Watchers Survey as the latest indicator to suggest printing money on overdrive is no more a panacea than printing money in 4th gear (as we have in the US)....