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If the consumer is anxious, where does that leave the economy?
Episode 76
Published 1 year ago
Description
Tariff talk continues to rattle markets. And with declining sentiment, cautious retail spending, and the Fed’s inflation concerns mounting, the U.S. economy is showing signs of a slowdown.
Mindy Gudmundson, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the economic uncertainty created by the Trump administration’s tariff threats—and what it means for markets, consumer behavior, and Fed policy.