Top of the Morning: State of the US Consumer & Back to School trends
About this episode
Sunny Mehra discusses the state of the US consumer and back to school trends with host Daniel Cassidy.
Sunny Mehra, Consumer Strategist Americas with the UBS Chief Investment Office, drops by to provide a health check on the US consumer, including a look a recent spending trends and overall sentiment. Sunny reflects on the 2026 back to school shopping season, and previews how retailers are preparing for the upcoming holidays. Plus, a look at positioning preferences across the US Consumer Discretionary and Staples sectors. Host: Daniel Cassidy
More episodes of UBS On-Air: Market Moves
- Across the Pond: Europe’s political pendulum swings wider
- Washington Weekly Podcast: Missouri redistricting, GOP convention, 9-11 remembrance
- UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'
- UBS On-Air: Paul Donovan Daily Audio 'Policy and promises'
- Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 72)
- UBS On-Air: Paul Donovan Daily Audio 'Market and non-market inflation forces'
Explore listener stats, chart rankings, contacts and more on the UBS On-Air: Market Moves podcast page.