What does Walmart know?
Unhedged
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The Strength of the American Economy and Concerns About Consumer Slowdown
This chapter explores the strength of the American economy, highlighting strong balance sheets, wage growth, and low unemployment. However, concerns arise when news of consumer slowdown at Walmart surfaces, leading to a discussion on whether data was misread and other missed clues. It also delves into leading indicators of consumer weakness and analyzes various economic indicators such as subprime auto loan delinquency and challenges faced by basic food companies.
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