Citi
June 11, 2026
The Point for North America
Daily UpdateCommoditiesEquitiesRates Govt BondsConsumer DiscretionaryInformation Technology
The report highlights diverging economic data pointing toward US exceptionalism, concerns over inflationary outliers in PCE metrics, and industry-specific impacts of GLP-1 adoption on restaurants.
Key Takeaways
- 1.Core PCE inflation is projected to be 0.39% MoM in June, potentially appearing as an outlier compared to other cooling measures.
- 2.GLP-1 medication adoption poses an estimated $18bn headwind for the US restaurant industry by 2030, impacting fast food most heavily.
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Authors
Veronica ClarkAndrew Hollenhorst
Securities
RVTY.NOracle Corporation
Themes
Artificial IntelligenceGLP-1 ImpactUS Exceptionalism
Regions
North AmericaAsia PacificUnited StatesChina