Dana Telsey

Dana Telsey, CEO of Telsey Advisory Group, shares her insights on Walmart's impressive stock surge, drawing parallels to big tech trends. She discusses Walmart's successful strategies, including its appeal to higher-end customers and innovative products like the viral 'Wirkin' bag. The conversation also delves into the shifting landscape of luxury retail, exploring major players like LVMH and Chanel, and highlights differing approaches between Walmart and Target as they navigate evolving consumer preferences.

Dana Telsey, a retail queen and founder of Telsey Advisory Group, discusses inflation's impact on consumer behavior and how brands are adapting. Greg Roman from the Middle East Forum reveals insights on U.S. relations with the Gulf states. Joshua Ballard talks about revitalizing U.S. magnet manufacturing and reducing reliance on Chinese supplies. Mike Regan shares the latest on Coinbase's turbulent crypto landscape. Former Governor Jay Inslee emphasizes urgent action against climate change and the job opportunities it presents.

Dana Telsey, Chief Research Officer at Telsey Advisory Group, shares valuable insights into today's consumer landscape. She discusses how rising tariffs and inflation are contributing to a historic drop in consumer sentiment. Telsey highlights the pressing challenges retailers face in adapting to these economic pressures. The conversation also touches on how brands like Steve Madden and Birkenstock are strategizing amidst these uncertainties. Tune in for a fascinating look at the intersection of consumer behavior and economic policy!

Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.

Mario Centeno, a member of the ECB Governing Council, discusses Europe's need for stronger global leadership. He emphasizes that Europe must move from a passive role to a proactive stance amid shifting economic dynamics. Dana Telsey, CEO of Telsey Advisory Group, shares insights on retail trends, highlighting her top pick, TJX, as a value leader for the holiday season. They explore the impact of federal policies on consumer behavior, the implications of economic indicators, and evolving strategies among retailers in a changing market landscape.

Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.

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.

Winnie Cisar, Global Head of Strategy at CreditSights, dives into the vulnerabilities in the credit market and the implications of private credit growth. Katie Hubbard, EVP at Walton Global, shares insights on the Southern California real estate slump contrasted with Midwestern resilience, while also discussing the rising ARM mortgage trend. Dana Telsey, CEO of Telsey Advisory Group, highlights consumer resilience driven by product innovation and the luxury market's stabilization amidst tariff concerns. Together, they explore the evolving landscape of finance and retail.

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, discusses Nvidia's tepid revenue forecast and its implications for the AI investment landscape. Natasha Sarin, Yale Law professor and co-founder of the Yale Budget Lab, delves into U.S. monetary and trade policy challenges. Dana Telsey, CEO of the Telsey Advisory Group, examines the retail sector's resilience amidst market fluctuations, highlighting strategies employed by retailers to navigate changing consumer behaviors and economic pressures.

Dana Telsey, founder and CEO of Telsey Advisory Group, shares insights on the significant decline in U.S. retail sales and how geopolitical tensions, especially involving Iran, are influencing consumer behavior. Travis McCready from JLL discusses the implications of these conflicts on global trade and real estate, highlighting the demand for data centers amidst rising protectionism. Their dialogue unveils how modern economic strategies must adapt to a rapidly changing international landscape marked by military and trade uncertainties.