Takeaway From Earnings: The Resilient Consumer, The Shifting Supply Chain, And The AI Arms Race

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  Posted by Two Blokes May 8 - Filed in General - #TwoBlokesTrading  - 6 views
  
  Despite low consumer confidence, spending remains strong, particularly among affluent consumers, highlighting resilience despite inflationary pressures and tariffs. Tariffs and supply chain shifts are causing inflationary pressures, with companies localizing production to mitigate risks and avoid inventory buildup.