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Discretionary Spending Continues to Tighten

Discretionary Spending Continues to Tighten

Schwab Network · Schwab Network

March 17, 20256m 49s

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Show Notes

Raul Shah reacts to the Retail Sales data, saying the results “make sense” and think the numbers show “more than seasonality.” He’s focusing on manufacturing levels to get a sense of how the economy is “actually” doing. He thinks discretionary spending will continue to see a pullback as consumers search for lower price points.


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