The State Of The Consumer With Piper Sandler’s Peter Keith
About this episode
Peter Keith discusses the resilience of consumer spending and the complexities of today's consumer behavior.
Consumer spending has been far more resilient than many investors expected, but the story isn't as simple as strong or weak. Peter Keith joins the podcast to explain why today's consumer is increasingly selective, how the K-shaped economy may finally be narrowing, and why certain retail categories are showing surprising strength despite ongoing housing weakness. We discuss what investors are hearing about oil prices, interest rates, the Middle East, and Federal Reserve policy, along with why ...
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