In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI.
00:00:00 Introduction
00:00:08 Waiting for Data
00:01:38 Consumer Spending Still Strong
00:02:10 Slowing Retail Comps
00:03:38 The State of the Energy and Materials Markets
00:05:26 Back to 1990s?
00:10:39 Conclusion
In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI.
00:00:00 Introduction
00:00:08 Waiting for Data
00:01:38 Consumer Spending Still Strong
00:02:10 Slowing Retail Comps
00:03:38 The State of the Energy and Materials Markets
00:05:26 Back to 1990s?
00:10:39 Conclusion