Target Falters, TJ Maxx Shines as Powell...

Target is stumbling, TJ Maxx is outperforming, and Jerome Powell’s Jackson Hole speech could set the tone for interest rates through the rest of 2025. What does this mean for the U.S. consumer, retail stocks, and the Fed’s rate cut decision?

In this Market Outsiders episode, Namaan and Jenny Rae cover:

• Target earnings: stagnant sales, falling traffic, and a new CEO search
• TJ Maxx results: strong customer demand, earnings beat, and higher guidance
• Fed policy watch: how retail data shapes Powell’s decision on interest rates
• Consumer trends: why Americans are trading down and what that signals for the economy
• Jackson Hole preview: what to expect from Powell’s remarks on inflation, jobs, and growth

Stay ahead of the markets with insights that connect retail earnings, Fed policy, and economic trends in real time.

Related Market Outsiders episodes you’ll love:

• Target Tanks & Capital One / Discover Merger Finalized (May 21, 2025) – Breaks down Target’s earlier earnings shock and what structural issues may be dragging it down.
• Fed Rate Hold and Tariff Troubles (May 8, 2025) – A solo deep dive by Jenny Rae into how tariffs are complicating the Fed’s decision-making.

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