Eurodollar University

It's STARTING, This Just Became Global

Nov 15, 2023
Exploring the connection between consumer weakness and bond market nervousness, caution in consumer spending and its impact on retail inventories, the consequences of reduced consumer spending on inventory levels, the disinflation cycle and weakness in producer prices, and the weak retail spending in China and Europe.
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Episode notes
1
Introduction
00:00 • 2min
2
Caution in Consumer Spending and the Impact on Retail Inventories
02:28 • 2min
3
Impact of Consumer Spending on the Inventory Cycle
04:54 • 3min
4
Disinflation Cycle and Weakness in Producer Prices
07:31 • 3min
5
Weak Retail Spending in China and Europe
10:11 • 8min