Econ Recon! 6/1/23

2023-06-01

Investors received some important economic headlines today. ADP data came in above expectations, while manufacturing activity contracted. There’s also a big jobs report is on deck tomorrow. While Fed officials like Patrick Harker are indicating a rate “skip” could be in the cards.Because of all that, we wanted to perform some “Econ Recon” across key industries to get a better sense of the economy.We’ll explore retail, real estate, supply chains with the CEO of Prologis, and restaurants with famed c...

Investors received some important economic headlines today. ADP data came in above expectations, while manufacturing activity contracted.

There’s also a big jobs report is on deck tomorrow. While Fed officials like Patrick Harker are indicating a rate “skip” could be in the cards.

Because of all that, we wanted to perform some “Econ Recon” across key industries to get a better sense of the economy.

We’ll explore retail, real estate, supply chains with the CEO of Prologis, and restaurants with famed chef & restaurateur Wolfgang Puck.

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