Where China’s consumers are spending. Jefferies' top sector picks for 2024

Most consumers in China haven't been in a mood to open their wallets, except for certain kinds of products.

source https://www.cnbc.com/2023/11/26/where-chinas-consumers-are-spending-jefferies-top-picks-for-2024.html

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THE NEWYORK TIMES

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THE NEWYORK TIMES

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Jeffrey Gundlach says all the 'Goldilocks' talk makes him nervous, thinks recession is still likely

DoubleLine Capital CEO Jeffrey Gundlach believes the Federal Reserve poured cold water on hopes for a "Goldilocks" scenario benefiting risk assets. source https://www.cnbc.com/2024/01/31/gundlach-says-goldilocks-talk-makes-him-nervous-sees-likely-recession.html

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Where China’s consumers are spending. Jefferies' top sector picks for 2024

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Jeffrey Gundlach says all the 'Goldilocks' talk makes him nervous, thinks recession is still likely