

Surveillance: Equity Top with Kaiser
Aug 16, 2023
Stuart Kaiser notes equities may be topping out; Greg Peters predicts above trend default and distress activity; Carl Riccadonna sees headwinds emerging for retail sales; Dana Telsey discusses Target and TJX earnings.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Current State of Labor Market and Tech Trade
01:44 • 7min
Earnings Impact and Light-hearted Banter
08:38 • 2min
Bond Market Move and Broader Market Consequences
10:30 • 13min
Expectations for Jay Powell at Jackson Hole and Discussion of Structural Changes and Inflation Targets
23:50 • 2min
Target's Performance and Social Pushback
25:38 • 5min
Newness and Innovation in Products and the Challenges for Middle-Tier Retailers
30:44 • 2min