We discuss the ongoing slowdown in consumer spending, the repercussions of stubbornly high bond yields, the impact of the latest tariff developments and the passage of the One Big Beautiful Bill.
Analyst Stephanie Pomboy returns for her bi-weekly macro & market update.
We discuss the ongoing slowdown in consumer spending, the repercussions of stubbornly high bond yields, the impact of the latest tariff developments and the passage of the One Big Beautiful Bill, as well as where she thinks the economy is ultimately headed.
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