Stephanie Guichard

Stephanie Guichard, a Senior Economist at The Conference Board, dissects the latest Consumer Confidence data, revealing a surprising uptick despite ongoing economic challenges. She discusses how tariffs and inflation fears shape consumer sentiment, emphasizing that while a recession isn't imminent, cautious spending may slow down. Stephanie dives into the complex relationship between consumer behavior and economic indicators, shedding light on rising CEO confidence and the impact of student loan debt on financial perceptions.

Stephanie Guichard, a Senior Economist at the Conference Board, discusses rising consumer confidence amid cautious optimism about the economy. Woo Jin Ho, a Senior Technology Analyst, delves into the troubling report on Super Micro Computer's accounting issues. Kathy Entwistle from Morgan Stanley shares her market outlook while Michael Shah highlights Eli Lilly's discount sales on weight loss drugs. The conversation touches on investment strategies in a shifting economy and changing consumer behaviors, even in the luxury sector.