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Show Notes
An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together.
Eurodollar University's Money & Macro Analysis
Bloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
https://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflation
Bloomberg Kohl’s Troubles Deepen as Retailers Call Out Weak Spending
https://www.bloomberg.com/news/articles/2024-11-26/kohl-s-cuts-sales-outlook-on-weaker-spending-on-clothes-shoes
CNBC Retailers saw a dismal fall quarter.
https://www.nbcnews.com/business/business-news/consumers-retailers-post-election-economic-outlook-rcna181794
CNBC HP forecasts first-quarter profit below estimates on sluggish demand in PC market
https://www.cnbc.com/2024/11/26/hp-earnings-report-q4-2024.html
Bloomberg Dell and HP Inc. Fall After Reporting Disappointing PC Sales
https://www.bloomberg.com/news/articles/2024-11-26/dell-reports-sales-that-miss-estimates-on-setback-for-pc-market
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