The Conference Board 'The link between Conference Board expectations and consumption growth faltered during the Trump era. However, if these expectations stay at their April low throughout Q2, we could see a significant further slowdown.'
- Pantheon Macro
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β.. The relationship between [Conference Board] expectations and consumption growth broke down during the Trump presidency, .. [but] if they remain at their April low over the rest of Q2 then that would point to a sharp further slowdown ..β
- Pantheon Macro π
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