Ukraine President Zelenskyy Arrives at the White House, Personal Spending Declines, Tapestry CEO on the Luxury Consumer 2/28/25
Ukraine President Zelenskyy arrives at the White House to meet with President Trump as a deal for rare-earth minerals remains front and center. Then the Street reacts to an in-line inflation print, but under the surface signs of a consumer slowdown emerge. What’s it mean for economic growth? We discuss. Plus the CEO of Tapestry, the best performing consumer discretionary stock this year, on the impact of tariffs to the business and how they are changing the growth strategy after terminating a merger agreement with Capri.
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Show Notes
Ukraine President Zelenskyy arrives at the White House to meet with President Trump as a deal for rare-earth minerals remains front and center. Then the Street reacts to an in-line inflation print, but under the surface signs of a consumer slowdown emerge. What’s it mean for economic growth? We discuss. Plus the CEO of Tapestry, the best performing consumer discretionary stock this year, on the impact of tariffs to the business and how they are changing the growth strategy after terminating a merger agreement with Capri.
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