We're finding more and more evidence in 2025 that escaping the economy of the past few years won't be so easy and neat as many were hoping. The golden arches reported their worst sales estimates for American stores since the lockdowns. Those results fit with other retailers struggling mightily among other commercial segments, as data now suggests consumer fears over the labor market are compounding the downturn.
Eurodollar University's Money & Macro Analysis
CNBC McDonald’s revenue disappoints, as U.S. sales see worst drop since pandemic
https://www.cnbc.com/2025/02/10/mcdonalds-mcd-q4-2024-earnings.html
CNBC https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html
https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html
Bloomberg Shein's Growth is Hurting Discount Retailers as Store Closures Surge
https://www.bloomberg.com/news/newsletters/2025-02-11/shein-and-temu-s-growth-is-hurting-discount-retailers-ahead-of-tariffs
Target
https://corporate.target.com/press/release/2024/11/target-corporation-reports-third-quarter-earnings
https://corporate.target.com/press/release/2025/01/target-corporation-provides-holiday-sales-update,-announces-leadership-team-changes
FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/
Bloomberg US Consumer Sentiment Drops to Seven-Month Low on Price Worries
https://www.bloomberg.com/news/articles/2025-02-07/us-consumer-sentiment-drops-to-seven-month-low-on-price-worries
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.