Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
blog.variantperception.com
US exceptionalism consensus creates downside risks. The US consumer looks like a paper tiger, while labor hoarding + distorted inventory cycle are further masking underlying vulnerabilities.
Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
Betting on a De-sync - Excerpt from VP…
Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
US exceptionalism consensus creates downside risks. The US consumer looks like a paper tiger, while labor hoarding + distorted inventory cycle are further masking underlying vulnerabilities.