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15min chapter
Pavlov’s Bears with Peter Boockvar
On The Tape
The Fragile State of the Economy
In this chapter, the speakers discuss the various aspects of the economy, including inventory de-stocking, retail earnings, consumer spending, inflation, capital spending, and the labor market. They highlight potential positives such as the potential bottoming out of manufacturing due to inventory de-stocking and higher-end consumer spending. However, they also raise concerns about the fragile state of the economy, the impact of inflation on retail, the decline in earnings and cash flows affecting capital spending, and the rate of change in the labor market indicated by job claims data and online job sites.
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