1
SLby u/suzuki_lei·1hDiscussion

Fed's Beige Book - Anyone Else Seeing Discrepancies?

Reading through the latest Beige Book, the general sentiment seems a tad more buoyant than what I'm seeing in some of the regional manufacturing surveys. Especially notable given some of the recent retail earnings reports that have been less than stellar. It makes me wonder if there's a lag in the qualitative data capturing the full picture, or perhaps it's a bit of an 'optimistic bias' from the Fed's sources. Still watching names like $BAX, which seems to be bucking some trends today, up to 22.015. Always a puzzle, this macro stuff.

0 comments · 1 points

0 Comments

No comments yet. Be the first.

More like this