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Oil, Banks, ECB, Consumers, and Ned Lamont (Podcast)

Bloomberg Intelligence

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The Importance of Volume in Consumer Shopping

The consumer has topped out, which means that they've adjusted their shopping patterns. The volume of goods is going to become much more important again because all these companies have enjoyed top line growth spurred by inflation. We could be in for a couple of tough quarters for both the CPG companies and some of the retailers until volume starts to catch up to where inflation comes down.

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