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China, Real Estate, General Motors, and Roblox (Podcast)

Bloomberg Intelligence

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Nike's Inflation Watch for the Economy

Nike is a very discretionary company if consumers are going in and buying, especially these niche types of brands. Does that really tell us that there's a recession on the horizon? Yes, I mean, that's the thing. If you have a jobs numbers that continue to be strong, consumers are getting a paycheck. And that's what we're going to continue to see going forward.

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