Retail feels the squeeze
Summary
Marketplace explores how recent inflation data and geopolitical tensions are influencing Federal Reserve policy and consumer sentiment. The episode examines the domestic economic impact of new tariffs on border businesses and discusses Etsy’s shift toward AI-generated goods, which is driving away handmade sellers. Additionally, the show highlights the enduring success of Candy Crush and warns of rising diesel prices due to global supply constraints.
Topics discussed
Intro and Odoo advertisement
Inflation data and Middle East conflict impact
The 'last mile' problem for Fed inflation targets
Kevin Warsh's reaction function and rate hike uncertainty
Bond market signals and consumer sentiment decline
Retail sales drop and the 'lipstick effect'
Etsy's shift to AI and mass-produced goods
Market numbers and Optum/VantageScore ads
Impact of Trump tariffs on border businesses
The enduring success of Candy Crush Saga
Diesel price warning and listener survey
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