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A Good Start to 2025
The consumer is healthy and confident
Jan 13
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December 2024
2024 in Review
Reviewing the key themes from 2024 through C-suite quotes
Dec 31, 2024
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The Most Wonderful Time of the Year
There's a feeling of optimism out there
Dec 23, 2024
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Animal Spirits
There is a collective sigh of relief on tax policy
Dec 17, 2024
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Confidence High
The consumer is "probably a little better off than everybody thinks"
Dec 9, 2024
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November 2024
NVIDIA Reports
Data center spend on GPUs continues to show explosive growth
Nov 26, 2024
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The Transcript Editor's Commentary
Themes from our newsletter
Nov 20, 2024
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Scott Krisiloff
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Confidence Rebounding
Activity is starting to reaccelerate and confidence is coming back up
Nov 18, 2024
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The Transcript Editor's Commentary
Themes from our newsletter
Nov 13, 2024
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Scott Krisiloff
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A Busy Week
Donald Trump re-elected as President of the United States
Nov 11, 2024
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Counting on Cuts
Companies are optimistic but are looking for the Fed to lower rates
Nov 5, 2024
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October 2024
The Transcript Editor's Commentary
Themes from our newsletter
Oct 30, 2024
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Scott Krisiloff
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