The hosts discuss the latest macro data, including the sticky inflation from CPI data and lower-than-expected retail sales numbers. They analyze the impact of these figures on economic activity, GDP forecast, and highlight the divided opinions on their significance.
Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.
(00:21) Bill Barker and Deidre Woollard discuss:
- How the retail spending numbers might impact the Fed.
- If Stellantis is ready to take on Big EV.
- Deere’s returns for investors.
(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.
Companies discussed: WMT, DG, KR, STLA, GM, F, DE
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Bill Barker, Chris Andrews
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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