You Won’t Believe What FedEx Just Revealed About Consumers

You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today.  "Uncertainty" simply means "we don't like how this looks."

Eurodollar University's Money & Macro Analysis

CNBC FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather
https://www.cnbc.com/2025/03/20/fedex-cuts-full-year-results-forecast-on-uncertainty-in-economy-bad-weather.html

Bloomberg Lightspeed Cuts Revenue Outlook on Weakening Consumer Confidence
https://www.bloomberg.com/news/articles/2025-03-24/lightspeed-tsx-lspd-cuts-revenue-guidance-as-consumer-spending-slows

SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/a30301f1804041a083e1a0671ee3df46

SPG-HCOB EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/b4bd322643a349e99e8d6f8c290051e0

Jibun Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/7a339d18dce843d68203c0455cb84caa

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