Hot inflation data spools markets…Lululemon sinks on earnings…The Coreweave indicator. 03/28/25
The latest inflation data coming in hotter than expected and hitting stocks on more concerns about the state of the consumer. We speak with Mastercard Economist Institute Chief economist on what she’s seeing. Plus, Lululemon shares sink as guidance disappoints. Are they a bigger indication of a weak retail environment or a stand alone? We discuss. And, Coreweave goes public in a test of the appetite for AI companies. We’ll look at what the IPO means for the pipeline.
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Show Notes
The latest inflation data coming in hotter than expected and hitting stocks on more concerns about the state of the consumer. We speak with Mastercard Economist Institute Chief economist on what she’s seeing. Plus, Lululemon shares sink as guidance disappoints. Are they a bigger indication of a weak retail environment or a stand alone? We discuss. And, Coreweave goes public in a test of the appetite for AI companies. We’ll look at what the IPO means for the pipeline.
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