What will the Coming Retail Earnings Rep...

We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results. 

We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture 

We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks. 

Gideon Bornstein, Wharton Assistant Professor of Finance, discusses how ongoing tariff uncertainties and fluctuating consumer confidence are impacting retailers’ pricing strategies, supply chains, and economic outlooks, offering insights into what this means for the broader macro ... Show More

<p>Stocks closing higher after a Federal repeals court temporarily reinstating President Trump’s tariffs. What the back and forth means for equities, and how our traders are navigating the volatility. Plus Costco, Gap, Ulta, and more retailers reporting results. The details from ... Show More

Send a textPokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior, and the strength of the U.S. shopper heading into the holi ... Show More

What are the trends shaping consumer sentiment and behavior in 2025—and what are the implications for brands and retailers?See www.mckinsey.com/privacy-policy for privacy information 

🎙 OmniTalk Retail Podcast | Live from FMI 2025 🎙Chris Walton & Anne Mezzenga sit down with Katie Waeltz, VP of Category Management & Market Insights at Topco, to discuss the future of grocery, the shift in consumer behavior post-inflation, and the evolution of private label bra ... Show More

<p>Stock market update for August 15, 2024.</p> <p><br></p> <p>Subscribe to the <a href="https://public.com/rundown/subscribe">⁠⁠⁠⁠Halftime Report⁠⁠⁠⁠</a>, our weekly newsletter breaking down the most important stories investors need to know. </p>