This week, we take a look into U.S. household debt and credit, finding that consumers are looking far from “resilient.” We also host Marius Jongstra, head of market strategy at Rosenberg Research, for his latest views on the major asset classes.

Introduction (0:20)

The Week in Review (0:44) — Diving into the U.S. credit data via the SLOOS and NY Fed’s Household Debt and Credit report

The Week Ahead (2:27) — Some huge data releases on deck headlined by U.S. CPI and retail sales

The Spotlight (2:58) — Fed undershoot? Why we think the Fed’s average inflation-targeting framework won’t be an issue

The Interview (6:34) —Marius Jongstra on the markets

Canada Corner (11:21) — Home sales are beginning to pick up while prices falter

For a 30-day free trial of our research, please click this link: ⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial

U.S. Consumers Have a Strict Debt Only Diet