Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23
CNBC's "Fast Money"
00:00
The Consumer Cracking or Is the Crack Coming?
The stronger companies with the strongest balance sheets, they should come out ahead. We know that typically it takes about 18 months, once the tightening cycle starts to hit corporate revenues,. So we're right there where we should start to hear more of that. Julie: Credit Suisse and Telce Group actually giving price target increases to Walmart ahead of those results. Do you feel like those are the right calls?
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Transcript
