The fed, Unity, Meta, and commodities
Woooo, water gang!
I agree that the consumer is strong and improving. You didn't mention oil / gas prices at all, yuge Impact on consumer as well.
I'm expecting a 50 bps cut.
Ya that was supposed to be the commodities piece but I ran out of time to write thst section and wanted to get this out.
Woooo, water gang!
I agree that the consumer is strong and improving. You didn't mention oil / gas prices at all, yuge Impact on consumer as well.
I'm expecting a 50 bps cut.
Ya that was supposed to be the commodities piece but I ran out of time to write thst section and wanted to get this out.