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The Psychological Impact of Tariffs and Changes in Consumer Behavior
Manage episode 502597355 series 3645668
Bryan Gildenberg argues that tariff impacts seem more psychological than actual, but consumers are “gun-shy” because of the recent cycles of inflation they’ve endured. He likes Walmart (WMT) and TJX (TJX) as shoppers are heading for places they perceive as great deals. “TJX always does well when the world is uncertain,” he adds. Katherine Black covers the resilience of the consumer, but sees shifts in “power buying” and earlier shopping for events and holidays. She highlights Amazon (AMZN) and value retailers as winners.
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7023 episodes
Manage episode 502597355 series 3645668
Bryan Gildenberg argues that tariff impacts seem more psychological than actual, but consumers are “gun-shy” because of the recent cycles of inflation they’ve endured. He likes Walmart (WMT) and TJX (TJX) as shoppers are heading for places they perceive as great deals. “TJX always does well when the world is uncertain,” he adds. Katherine Black covers the resilience of the consumer, but sees shifts in “power buying” and earlier shopping for events and holidays. She highlights Amazon (AMZN) and value retailers as winners.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
7023 episodes
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