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Chicago Fed Survey Flashes Accelerating Macro Weakness
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Chicago Fed Survey Flashes Accelerating Macro Weakness

The rosy consensus outlook for the U.S. economy, to say the least, is not being corroborated

David Rosenberg's avatar
David Rosenberg
May 07, 2024
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Early Morning with Dave
Early Morning with Dave
Chicago Fed Survey Flashes Accelerating Macro Weakness
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Highlights

  • Demand growth is lagging behind the supply side (disinflationary!)

  • More data centers mean more power — bullish for Energy, Utilities, and Electric Equipment

  • Low equity volumes suggest institutional investor skepticism

  • Canadians struggle with worsening personal finances

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