To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2
It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary in the macro coalmine. Beveridge is getting closer.
Eurodollar University's Money & Macro Analysis
Bloomberg US GDP Revised Lower as Consumers Slash Services Spending
https://www.bloomberg.com/news/articles/2025-06-26/us-gdp-revised-lower-as-consumers-slash-recreation-spending
Winnebago
https://winnebago.gcs-web.com/static-files/e0acc2ce-9a34-456d-8f68-a8235351493a
WSJ Winnebago Cuts Guidance as Soft Demand Hurts RV Retail Sales
https://www.wsj.com/business/earnings/winnebago-cuts-revenue-profit-outlook-after-declines-0b3a9053
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.