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They're preparing for worse.
Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming is not. Walmart's earnings report was another warning which won't be heeded during this "no landing" phase of the cycle which picked up another one.
Eurodollar University's Money & Macro Analysis
Walmart Releases Q4 and FY23 Earnings
https://corporate.walmart.com/newsroom/2023/02/21/walmart-releases-q4-and-fy23-earnings
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The skinny
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