Commodities Downdraft, Financial Conditions, and Choiceful Consumers


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Mar 01 2024 8 mins   4 1 0

This week, our 3 Things are:

1. Commodities downdraft. Historically, that move can be good or bad—we’ll give you our thoughts.

2. Cost of equity versus cost of debt. What does the Fed make of this?

3. A “choiceful” consumer. What that means for all-important spending.