Consumer Trends: Essentials vs. Experiences

This week on the "Know More Risk Better" podcast, Zachary Griffiths, CFA, Head of IG and Macro, is joined by James Goldstein, CFA, Senior Retail Analyst and Jim Dunn, Senior Consumer Analyst, to discuss all things consumer. Join the team as they provide insight into Q1 Retail Earnings, key takeaways, and the impacts of 'Liberation Day'. They also explore consumer behavior in relation to employment metrics. This episode offers valuable insights into how tariffs and its uncertainty have shaped consumer sentiment and behavior. Ideal for those seeking a comprehensive understanding of current consumer trends and potential risks, this episode is a must-listen for anyone interested in uncovering US Consumer Insights.