Retail sales bolster the case for no recession

17 de oct. de 2024 · 6m 1s
Retail sales bolster the case for no recession
Descripción

The consumer https://seekingalpha.com/news/4169266-us-retail-sales-climb-more-than-expected-in-september?source=wsb_podcast:retail_sales_bolster_the_case_for_no_recession, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in https://seekingalpha.com/news/4168578-taiwan-semi-soars-after-ai-demand-boosts-outlook-q3-results-draw-analysts-praise?source=wsb_podcast:retail_sales_bolster_the_case_for_no_recession demand. (1:58) Meta lays down the law on https://seekingalpha.com/news/4169777-meta-has-reportedly-fired-employees-who-used-meal-credits-for-household-shopping?source=wsb_podcast:retail_sales_bolster_the_case_for_no_recession. (3:41)...

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The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)

Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut

Episode transcripts: seekingalpha.com/wsb
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