Daily Data: Twilight of an empire

Is Europe riding off into the sunset? Their consumption habits want to know

Consumption data from Europe is grim, but it will all be OK, experts say.

Everything reads better in your browser or in the app. The footnotes especially, and Random Walk is really leaning into the footnotes. Plus, if you have the app, you can set delivery to “app only” and then my daily barrage will feel less like a barrage. Unfortunately, substack does not yet have a “Weekly Digest” option, but I’m hectoring them aplenty.

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Daily Data