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Coatue October 2025 State of the Markets Update
60 Pages on Public Markets every investor should read
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1) AI continues to drive markets higher while...
2) In addition, new names are winning the AI Race
3)... See more
Globally, during this cycle:
-China has had strong industrial production, but weak consumer spending.
-Europe has been relatively weak both in industrial production and consumer spending.
-The United States has been strong in consumer spending, but relatively weak in industrial production.
Lyn Alden • July 2024 Newsletter: Rates Insensitivity in the Downcycle
# Chinese regulations and competition are panicking European manufacturers
The Economist
11/20/2025
Briefing | From customer to killer
Recent curbs on computer chips and rare earths are feeding broader fears about deindustrialisation
Nov 20th 2025
Bert Sutter, the boss of a medical-devices firm and head of an association of German manufacturers, has a
... See moreWe are coming towards the end of the 4Q results season and the results so far have been muted. In terms of revenue growth, 4QFY25 will likely be the 8th consecutive quarter of single-digit growth. Of the companies that have reported so far, revenue growth has totalled 7% YoY, down from ~8% in the preceding two quarters.
IndiaDataHub • Muted Profit Growth, Falling Retail Ownership, Improving FDI and More...
After the pandemic, consumers shifted spending from services to goods in 2020 due to COVID restrictions, then back to services from 2021-2024 as demand for services reemerged. This week’s chart displays real personal consumption expenditure (PCE) of goods and services, adjusting by their respective deflators for comparison. As of September 30th,
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