BLOOMBERG Bloomberg Real Yield July 14, 2024
Number. Headline gdp growth is in line with what everyone expected. Government spending data, quite strong. There is some upside risks to the economy. The consumer and the labor market side of things is looking good but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data that is worrying the fed. There are pockets of weakness. We do see a further deceleration in the u. S. Economy...
Source: archive.org