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George Goncalves

George Goncalves

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Bond market veteran; macro/rates/credit strategist (ex‑Nomura, MUFG; MacroHive contributor)

New Lens on Marginal Consumer Spending Hits Spot‑On
Social•Mar 17, 2026

New Lens on Marginal Consumer Spending Hits Spot‑On

👇This is the way (to look at marginal consumer spending) spot on, again @EPBResearch !

By George Goncalves
Rising Energy Costs Deepen Fragile Economic Crisis
Social•Mar 13, 2026

Rising Energy Costs Deepen Fragile Economic Crisis

👇Looking for the catalyst? And it was already a fragile economic environment before the recent spike in energy costs (which will compound these dynamics below) And well said @wesbury …

By George Goncalves