More irrational exuberance?
NAB Morning Call
00:00
The Mixed Messages About Confidence
Consumer confidence number last month was the highest level since January 2022. So we've got confident consumers that presumably means they're out and ready to spend, which exactly is what the Fed doesn't want to see. The German IFO business climate and expectations today has been falling for the last few months. We'll all those earnings and central banks and Ozzy CPI tomorrow as well. And interesting, it's curious, isn't it? The Ozzy is doing fairly well today. But maybe you can do a deep dive with Ray on the Ozzy dollar.
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