Episode 112: Subprime Signals

• Companies are expecting the Federal Reserve to reduce rates to ease the burden on consumers and boost confidence in markets.
• Inflation is still a concern for many companies, particularly at the high end, but the Fed cannot act until there is substantial data showing a decrease in inflation.
• The lower income consumers are trading down and experiencing financial difficulties, with subprime delinquencies reaching levels similar to 2009, which is concerning for the market.

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