Latest / Eurodollar University
Kohl's Warns There's NO Holiday Shoppers
An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together.
Eurodollar University's Money & Macro Analysis
Bloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
https://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflation
Bloomberg Kohl’s Troubles…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.