Drew Redding

Bloomberg Intelligence analyst covering U.S. homebuilding and home-improvement retail trends; joins to recap Home Depot results and discuss housing-related demand drivers.

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Nov 18, 2025 • 26min

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

Drew Redding, a Bloomberg Intelligence analyst specializing in U.S. homebuilding, discusses Home Depot's struggles with weakening consumer demand and its effects on the housing market. Abigail Gilmartin, a footwear and athleisure analyst, highlights Amer Sports' record sales driven by demand for Salomon footwear and its strategic responses to market challenges, including premium pricing tactics. Together, they explore the intriguing dynamics of retail and housing sectors amid shifting consumer behaviors.

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