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Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23

Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23

We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and when the gap between the two could finally close. Plus, shrinking cash hoards, bloated inventories and falling profitability. We’ll look at which retailers are best & worst positioned as the consumer begins to wobble. And, speaking of wobbling – what’s going on with digital ad spending? We’ll look at whether competition – or recession – is the real reason large cap names have been struggling.

The Exchange

January 31, 202344m 28s

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Show Notes

We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and when the gap between the two could finally close. Plus, shrinking cash hoards, bloated inventories and falling profitability. We’ll look at which retailers are best & worst positioned as the consumer begins to wobble. And, speaking of wobbling – what’s going on with digital ad spending? We’ll look at whether competition – or recession – is the real reason large cap names have been struggling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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