The Fed, Earnings, and EV Chargers
Bloomberg Intelligence
00:00
The Impact of Consumer Commercial Real Estate Exposure on Credit Cards
It's such a weird vibe right now out there because there's so much good news and bad news all the time. To the extent that the commercial real estate pressure reflects some deterioration in economic conditions, then it will be an issue for credit cards but nobody's making that connection yet. For me, I believe you write that American Express is better positioned for growth from here on. Is that because of the income level of their consumers or some other rush now?
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