U.S. Economy Shows Strength: Consumer Spending Defies Cooling Expectations

Collin Martin notes the U.S. economy's remarkable strength, driven by robust consumer spending and defying earlier expectations of a cooling labor market. He suggests this resilience gives the Federal Reserve more leeway for patience. He cautions that while corporate fundamentals appear strong, leading to tight credit spreads, the risk-reward for certain corporate bond investments, particularly high-yield, is becoming less attractive.

Morning Trade Live

23 Dec 2025

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