China forming a bumpy bottom. Close to a recovery. Data is encouraging. Very encouraging. Encouraging. That is pretty much in the data. Europe has many existential issues. Structural hurdles. Structural problems in europe. Too many to name. Disappointed this year worse , than people expected. Pretty weak data. So awful over recent months. The u. S. Economy is doing well. A strong u. S. Economy. The u. S. Is not doing poorly. The u. S. Economy maybe stuck here a little bit. It is a sequencing, the u. S. Was stable last year. There is a pass off to china and improvement occurring in china. Europe is also stabilizing at the moment. Jonathan a big week for Economic Data worldwide and to discuss, joining me around the table priya misra, gorshon , distenfeld, and victoria fernandez. Victoria, your take, we have had u. S. Retail sales, data out of china, and eurozone pmi. What is your conclusion this week . Victoria i think we did get a mixed bag as the people on the clip were saying. It is s
Data is encouraging. Encouraging. Europe has many existential issues. Structural hurdles. Structural problems in europe. Too many to name. This year worse than people expected. So awful over recent months. The u. S. Economy is doing well. A strong u. S. Economy. The u. S. Is not doing poorly. The u. S. Economy may be stuck here. It is a sequencing, the u. S. Was stable last year. There is a pass off to china and improvement occurring in china. Europe is also stabilizing at the moment. Jonathan a big week for Economic Data worldwide and to discuss is priya misra, gorshon distenfeld, and victoria fernandez. Victoria, your take, we have had u. S. Retail sales, data out of china, and eurozone pmi. What is your conclusion this week . Victoria i think we did get a mixed bag as the people on the clip were saying. It is still trending where we are still going to have positive momentum in the second half of this year and as longterm investors that is what were looking at. You had positive numbe
China forming a bumpy bottom. Close to a recovery. Data is encouraging. Encouraging. Europe has many existential issues. Structural hurdles. Structural problems in europe. Too many to name. Disappointed this year. It has been worse than expected. Pretty weak data. This year worse than people expected. So awful over recent months. The u. S. Economy is doing well. A strong u. S. Economy. The u. S. Is not doing poorly. The u. S. Economy may be stuck here. It is a sequencing, the u. S. Was stable last year. There is a pass off to china and improvement occurring in china. And europe is also stabilizing at the moment. Jonathan a big week for Economic Data worldwide and to discuss joining me around the table priya misra, gorshon distenfeld, and victoria fernandez. Victoria, lets begin with you, your take. We have had u. S. Retail sales, data out of china, and eurozone pmi. What is your conclusion this week . Victoria i think we did get a mixed bag as the people on the clip were sayighere we a
Close to a recovery. Data is encouraging. Encouraging. Europe has many existential issues. Structural hurdles. Structural problems in europe. Too many to name. This year worse than people expected. So awful over recent months. The u. S. Economy is doing well. A strong u. S. Economy. The u. S. Is not doing poorly. The u. S. Economy may be stuck here. It is a sequencing, the u. S. Was stable last year. There is a pass off to china and improvement occurring in china. Europe is also stabilizing at the moment. Jonathan a big week for Economic Data worldwide and to discuss is priya misra, gorshon distenfeld, and victoria fernandez. Victoria, your take, we have had u. S. Retail sales, data out of china, and eurozone pmi. What is your conclusion this week . Victoria i think we did get a mixed bag as the people on the clip were saying. It is still trending where we are still going to have positive momentum in the second half of this year and as longterm investors that is what were looking at. Y
Data is encouraging. Encouraging. Europe has many existential issues. Structural hurdles. Structural problems in europe. Too many to name. Disappointed this year. It has been worse than expected. Pretty weak data. This year worse than people expected. So awful over recent months. The u. S. Economy is doing well. A strong u. S. Economy. The u. S. Is not doing poorly. The u. S. Economy may be stuck here. It is a sequencing, the u. S. Was stable last year. There is a pass off to china and improvement occurring in china. And europe is also stabilizing at the moment. Jonathan a big week for Economic Data worldwide and to discuss joining me around the table priya misra, gorshon distenfeld, and victoria fernandez. Victoria, lets begin with you, your take. We have had u. S. Retail sales, data out of china, and eurozone pmi. What is your conclusion this week . Victoria i think we did get a mixed bag as the people on the clip were saying. Look, it is still trending to where we are still going to