What The Fed Said
MRKT Matrix
00:00
The Importance of Consumers Consuming Outside the US
Europe is a perfect example of what stagflation looks like. China reopening didn't really support global activity as much as I think we expected it to. In my opinion, we're consumer spending on tech, and it may not bode well for other areas that were hoping they would pick up some of the slack.
Transcript
Play full episode
