In this conversation, Kathy and Liz Ann discuss the existing state of market belief, underlying patterns in the set income market and yield need, and the disconnect between financiers' attitudes and behavior..
Then, Liz Ann interviews Matthew Shay, CEO of the National Retail Federation (NRF). The retail landscape in the United States has actually undergone considerable obstacles given that the pandemic 4 years earlier. Matthew Shay and Liz Ann discuss some of the supply-chain aspects affecting retail sales, organized theft, and consumer spending. Shay goes on to explain the chances readily available to merchants as they embrace AI in back-end options and more front-of-the-house experiences in shops. Lastly, Kathy and Liz Ann offer their outlook for the data releases in the upcoming week and what to look for in terms of tasks data and Fed signaling.
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