Trump, Jamie Dimon, OPEC, and Markets
Bloomberg Intelligence
00:00
The Impact of Inflation on Consumer Spending
Timothy Stanley: A lot of these names, as you mentioned, for the US stock picks are kind of centered on the consumer. What is really the B.I.'s call on the consumer here? I mean, we've got pretty much full employment, but man, there's a lot of headwinds out there for The consumers relates to inflation and other things. He says if housing comes under some stress with higher interest rates, that has another sort of different layer of pressure on what could be consumer spending. All right. Let's go over to Europe here for our friends over there. What are some of the names that kind of jump out to you guys there? We think
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