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Softening
Listen now | Episode 104
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Cautious Outlook
Underperformance this quarter warrants a more cautious sales outlook
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Low Inflation, High Inflation
The consumer is strong but some leading indicators are weak
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Hot or Cold?
Listen now | Episode 103
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Pause?
The Fed recognizes that rate increases are leading to tightening demand
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Slow Deterioration Continues
Listen now | Episode 102
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Weak Trends
The economy continues to look weak in many segments
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April 2023
TakeAways from Bank Earnings Q1 23
Listen now | Episode 101
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Gradual Deterioration
There are signs of continued slowing across many segments
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The Q1 23 Earnings Season Begins!
Listen now | Episode 100
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Calmer Now
Inflation and labor markets are both moderating
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Take a Deep Breath
Consumers appear to have mostly returned to their usual habits
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