
Single Best Idea with Tom Keene: Jurrien Timmer & Troy Gayeski
Bloomberg Surveillance
 00:00 
Exploring Consumer Fragility and Market Implications
This chapter examines the changing landscape of consumer spending and its effects on the economy. It uses McDonald's as a case study to highlight the declining consumer confidence and discusses asset allocation strategies in response to recent Federal Reserve actions.
 Play episode from 03:55 
 Transcript 


