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Global Market Update: November 2023

Date: November 3, 2023
Presenters: Winnie Cisar, David Bussey, James Dunn, James Goldstein, Zachary Griffiths, and Logan Miller

Summary

Our strategy team shares updates on the U.S., European, and emerging markets. CreditSights’ consumer analysts join them to discuss:

  • What recent economic data and earnings mean for consumer spending over the winter holidays and into 2024
  • Whether the recent momentum in consumer data is inherently inflationary
  • Top of mind issuers to set up for next year
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