By Thomas Paulson, Head of Market Insights
On Wednesday, Walmart had a well-timed investor day to make its pitch on why it is a steady ship in all sorts of tempests (and sunnier periods), and the justification for accelerating the number of Sam’s Club openings. Big picture, what we heard: (1)...
By Thomas Paulson, Head of Market Insights
Last Friday, we delivered a presentation to Morgan Stanley’s institutional clients. Our conclusion of the work was that consumer spending had picked up in March following a slow start to the year. However, given Wednesday’s news, what happened in March...
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