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8min chapter
US Retail Sales Strengthen
Bloomberg Intelligence
Retail Performance and Economic Outlook
This chapter discusses the surprisingly strong performance of retailers following Black Friday, alongside the implications of tariffs and consumer behavior. The conversation includes stock picks from major retailers and a detailed analysis of equity market conditions, including concerns about high valuations. Furthermore, the speakers suggest a defensive investment strategy amid ongoing recessionary signals while emphasizing the potential for margin improvement in specialty retailers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode