Challenges are mounting for subprime consumers, who could be hit unusually hard if the economy turns south
Economy
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Jim Walsh, Vice Chairman and Global Head of Consumer, Retail & REGAL Investment Banking, who has over 30 years of experience in the consumer sector shares his thoughts on how U.S. consumers are doing and companies’ opportunities and challenges in the current environment.
Chief Market Strategist David Zervos says the most recent FOMC meeting, and resulting Fed commentary, suggests that the risk of overtightening is in balance with the risk of being too accommodative.
Mohit Kumar, Jefferies’ Chief Economist and Strategist for Europe, discusses central bank policy, the potential for recession, and why a market rebound may be on the horizon.
October 2023 Quarterly Insights
Graying of America Explains Labor Market Tightness; Recession Likely On Tap for Early ‘24
David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.
Jefferies economists take the temperature of the US economy, offering predictions on rate hikes, the labor market, and slowing inflation.
After another year strong performance, what comes next for one of the market’s most resilient sector?
Even amid layoffs and a cooling labor market, C-Suite leaders are asking: Where do I find talent and how do I keep it?