Bloomberg Businessweek Gauging the Resiliency and Impact of the Consumer
Jun 28, 2023
Mark Smucker shares consumer concerns, Dan Morgan breaks down Micron Technology earnings, Anjee Solanki talks about retail real estate, and Jimmy Lee offers insights on market performance. Topics include consumer worries, General Mills' performance, trade tensions in the chip sector, gaming and AI chips, the state of the retail industry, creating community-driven spaces, Federal Reserve actions, and market opportunities in private credit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
General Mills Performance and Consumer Environment
01:44 • 10min
Trade Tensions and Uncertainty in the Chip Sector
11:26 • 8min
The Resiliency and Impact of the Consumer: Gaming, AI Chips, and Growth Potential
19:24 • 3min
The State of the Retail Industry: Theft, Inflation, and Experiential Retail
22:42 • 7min
Creating Local and Community-Driven Spaces in Retail Centers
29:18 • 2min
Federal Reserve Actions and Market Performance
31:31 • 7min
Market Performance and Opportunities in Private Credit
38:09 • 2min