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nodice77.bsky.social
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UBS takes a crack at how much tariffs will add to the price of an iPhone, an AppleWatch, a server, etc: $AAPL

submitted 19 days ago • 26 comments

“The outlook consumers have for their household financial situation in the next year has fallen to a record low per the March UMich update” (via Kevin Gordon) 🇺🇸

submitted 43 days ago • 23 comments

WSJ tallies the recent warnings about the consumer from: Walmart McDonalds Costco Delta Target Foot Locker Lowe’s Kohl’s Macy’s 🇺🇸 www.wsj.com/economy/cons...

submitted 44 days ago • 25 comments

Big spike in uncertainty just as data has started missing estimates? Probably nothing.

submitted 58 days ago • 14 comments

JPMORGAN: Today’s consumer confidence data marked “the largest one-month drop in the survey since August 2021 .. and pushed confidence back toward the lower end of its post-COVID range. .. “.. It remains to be seen whether these measures of sentiment will weaken further ..”

submitted 60 days ago • 33 comments