Unhedged A massive GDP number
Oct 26, 2023
US economy grew 4.9% in Q3, fueled by resilient American consumers. Look at factors supporting consumer spending like low mortgage rates and a strong labor market. Wage growth story and potential concerns for the economy. Analyzing supply and demand, inflation, and supply disruptions. Optimism about Morgan Stanley and its new CEO.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Strength of the Economy and the Consumer's Impact
01:43 • 2min
Challenges of Taming Inflation and Factors Supporting Consumer Spending
03:23 • 3min
Exploring Wage Growth and Potential Concerns in the Economy
06:13 • 2min
Inflation, Supply and Demand, and the Impact of Supply Disruptions
08:31 • 6min