I believe that the most-underrated source of information on the economy is from corporate conference calls, particularly those that are most-sensitive to macro. I went through the calls of 16 companies that reported this week and found the comments about macro health, consumer demand and the outlook. Here are the highlights.Citi:The US consumer is described as "healthy yet more discerning."U.S. consumer dynamics remain consistent with prior quarters, with customers being healthy but more discerning in their spending."Global economic performance continues to be surprisingly resilient" Europe is experiencing a modest rebound but continues to struggle with structural challenges around competiti
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