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Christophe Barraud, head of discretionary management and research at LIOR Global Partners, reports that U.S. consumer borrowing unexpectedly declined by the largest margin since 2024, citing Bloomberg.
This data suggests a significant reduction in consumer credit activity in the U.S.
Barraud previously highlighted increased attention on U.S. inflation data as expectations for a potential Fed rate hike rose. In another update, he noted that Samsung and SK Hynix are preparing for a major investment push in artificial intelligence. These topics indicate continued focus on both U.S. monetary policy and corporate investment trends.