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페이지를 찾을 수 없습니다: 웹사이트 오류 안내
Megatrend: Counting on the Long-Term Strength of U.S. Consumers
모건스탠리
-미국소비자들의 소비여력 분석
1. Wages have recovered to all-time highs
2. Household wealth has hit a record high
3. Consumer balance sheets are healthy
-어느 곳에 소비할 것인가? Travel and leisure could see near- and longer-term tailwinds Certain areas of consumer retail stand to gain The U.S. housing market could benefit