The State of the Post-Pandemic Retail Market (With Matthew Shay)

In this conversation, Kathy and Liz Ann discuss the current state of market sentiment, underlying trends in the fixed income market and yield demand, and the disconnect between investors' attitudes and behavior.  

Then, Liz Ann interviews Matthew Shay, CEO of the National Retail Federation (NRF). The retail landscape in the United States has undergone significant challenges since the pandemic four years ago. Matthew Shay and Liz Ann discuss some of the supply-chain factors affecting retail sales, organized theft, and consumer spending. Shay goes on to explain the opportunities available to retailers as they adopt AI in back-end solutions and more front-of-the-house experiences in stores. Finally, Kathy and Liz Ann give their outlook for the data releases in the upcoming week and what to watch for in terms of jobs data and Fed signaling.

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