Consumer Sentiment

Latest Articles that tagged "Consumer Sentiment"
markets
cplx.io — Sun 24 May 2026
The Peace Premium

The Peace Premium
— Margin Notes: 2026-05-24

The plumbing of global energy markets is starting to clear. When an LNG tanker exited the Strait of Hormuz for India for the first time since the conflict began, it provided the first physical proof that the blockade is easing. This is the mechanical precursor to the headline: Trump announced a negotiated deal with Iran...

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markets
cplx.io — Sat 23 May 2026
The Warsh Mandate

The Warsh Mandate
— Margin Notes: 2026-05-23

The institutional psychology of the US bond market is currently grappling with a directive that sounds like freedom but feels like a threat. When Kevin Warsh was sworn in as US Federal Reserve Chair, the US government provided him the explicit instruction to do his own thing. For a portfolio manager, this is a dangerous kind of autonomy...

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