The head of our macro team, Sebastian Svensson-Bromert, explores the health of the US economy and the possible headwinds with the US automotive industry as a starting point. If you want to contact him or if you have any questions regarding the report, please send an email to: email@example.com.
- Weakening auto sales
- Increasing delinquencies for auto-loan debt
- Divergence between soft and hard data
- High expectations on financial stimulus
- Comparably high asset valuations
Read the full report