U.S. Retail: Mining for Gold Amid Abandoned Malls
IBKR Podcasts
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Shipping Is Going to Be More Resilient
Companies like Macy's or Nordstrom, Nordstrom Rack have a lot of built up inventory and just not a great deal of demand for that inventory. And so yeah, they're experiencing some lower sales, anticipating lower demand. But one of the interesting parts in our research is that shipping is going to actually, it's much more resilient in their ability to pass on.
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