Oh Sh*T... The ENTIRE U.S. Economy Just Got Downgraded
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Show Notes
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It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary in the macro coalmine. Beveridge is getting closer.
Eurodollar University's Money & Macro Analysis
Bloomberg US GDP Revised Lower as Consumers Slash Services Spending
https://www.bloomberg.com/news/articles/2025-06-26/us-gdp-revised-lower-as-consumers-slash-recreation-spending
Winnebago
https://winnebago.gcs-web.com/static-files/e0acc2ce-9a34-456d-8f68-a8235351493a
WSJ Winnebago Cuts Guidance as Soft Demand Hurts RV Retail Sales
https://www.wsj.com/business/earnings/winnebago-cuts-revenue-profit-outlook-after-declines-0b3a9053
https://www.eurodollar.university
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