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On this morning’s Macro Show, senior analyst Darius Dale walked though some preliminary analysis that supports our expectation for domestic consumption growth to negatively inflect and slow throughout the balance of 2H15, as well as the associated investment implications.

CLICK HERE to download a PDF version of the associated presentation (23 slides).

Stay tuned for much more on this topic on our 3Q15 Macro Themes Call.

Best of luck out there,


Darius Dale