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About
Softer Spend Environment
Credit card companies are sounding more cautious, a shift from last quarter
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The Transcript
Growth Has Slowed
Could the market be overestimating the chances of a soft landing?
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The Transcript
Done with the Noise
Four years since the outbreak of the pandemic, we're through the COVID noise
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The Transcript

March 2024

Likely Peak
However, the economic outlook is uncertain
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The Transcript
Stickier than Expected
The CPI-U increased 0.4% in February on a seasonally adjusted basis
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The Transcript
Well Above Neutral
Interest rates right now are into restrictive territory
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The Transcript
1
In Good Shape
Consumer confidence is up and consumer spending remains robust
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The Transcript

February 2024

Still Strong
The American consumer's ability to borrow is still there and activity levels are high
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1
Doing Pretty Well
Inflation has moderated but wage inflation is still sticky
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Subprime Signals
Listen now | Episode 112
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The Transcript
8:09
Positive Outlook
2024 appears to have a more stable outlook than expected a few months ago
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The Transcript
Meta Joins the Dividend Club
Listen now | Episode 111
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The Transcript
11:14
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