Discussion on the impact of strong GDP and employment numbers on interest rates, while emphasizing the concern of high inflation and the Fed's reluctance to lower rates. Mention of market's expectation of rate cuts being higher than the Fed's evaluation and clarification on preliminary vs reported numbers.
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
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Host: Deidre Woollard
Guests: Bill Barker, Chris Andrews
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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