Sequent
@sequentanalyst
Investor. Curious about business models, behavioural economics, social psychology.
加入 May 2019
307 正在关注 564 粉丝
The US consumer is something to behold, 2.7% savings rate... it's procyclical with markets as you can see after the 2022 sell-off. UK consumer by contrast has been cautious for two years. I would be nervy about too much US consumer exposure.
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