Recession Worries Are Back
May 25, 2025•25 min•Ep. 31
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode I talk about
- Bond market and recession worries driven by weak 20Y auction, Moody's credit downgrade, tax bill etc.
Earnings:
- HD, LOW and TGT
Continuing the theme of consumer and retail in light of weakening consumer strength, sentiment, and rising delinquencies.
For the best experience, listen in Metacast app for iOS or Android