HPS Insights

Macrocast: A False Sunrise For The Market?

May 27, 2022

Consumers’ feelings toward the economy may be sour, but their spending tells a different story. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report and the strength of the consumer, despite inflation and rising prices.

The group also dives into what summer travel demand means for airlines and shares their takes on the stock market—including an optimistic outlook for the second half of the year.

Read this week’s HPS-CivicScience Economic Sentiment Index here.

Produced by Hamilton Place Strategies and Markets Policy Partners, the Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.

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