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The Transcript Commentary
Themes from our newsletter
Jul 24
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Slow but Steady
The slowdown in the economy to be relatively stable
Jul 22
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The Transcript Commentary
Themes from our newsletter
Jul 16
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Clear Signs of Softening
Growing concerns of the consumer and labor markets softening
Jul 15
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Two-Sided Risk
There is a balanced risk between inflation and recession
Jul 8
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The Transcript 2Q24 Letter
Reviewing the key themes from 2Q24 through C-suite quotes
Jul 2
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June 2024
Half Full or Half Empty?
Depends on which bit of the world you are looking at
Jun 24
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Slower Growth
Consumer spending growth has slowed down
Jun 17
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Spending but Sweating
Consumers have been displaying trade-down behavior
Jun 10
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Working as Designed
Fed policy is doing what it's supposed to be.
Jun 3
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May 2024
Healthy and Resilient
Consumers remain resilient despite a backdrop of significantly elevated prices
May 28
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Less Sticky?
Generally, households are in good shape financially
May 21
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Less Sticky?
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