Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Has the Consumer Recession Finally Arrived?
Copy link
Facebook
Email
Notes
More

Has the Consumer Recession Finally Arrived?

Beige Book puts a spotlight on the consumer recession

David Rosenberg's avatar
David Rosenberg
Sep 12, 2024
∙ Paid
1

Share this post

Early Morning with Dave
Early Morning with Dave
Has the Consumer Recession Finally Arrived?
Copy link
Facebook
Email
Notes
More
Share

Highlights

• Beige Book puts a spotlight on the consumer recession

• All eyes are on the ECB meeting (a second rate cut is a foregone conclusion)

• U.S. inflation pressures continue to fade

• China’s oil consumption shrinks for the fourth month in a row

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More