The chapter discusses the strong back-to-school spending in the retail sector and highlights the potential impact of the resumption of student loan repayments on consumer budgets. They emphasize the recovery and savviness of consumers and mention the lingering effects of the pandemic on travel desires.
Shehzad Qazi, Managing Director of China Beige Book International and Dexter Roberts, Director of China affairs at the Mansfield Center at the University of Montana, break down the latest headlines out of China. Katie Thomas, Lead at the Kearney Consumer Institute, discusses retail earnings. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.
Hosts: Carol Massar and Tim Stenovec Producer: Paul Brennan
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