In this podcast episode, Andrew Sheets and Seth Carpenter provide a thoughtful analysis of today’s economic landscape. They maintain an optimistic view, while also acknowledging risks like the delayed effects of monetary policy and uncertainties in tariffs and credit markets. The duo explores how changing data might influence consumer behavior and manufacturing, while addressing signs of recession and shifts in market sentiment. Their discussion offers a balanced yet hopeful perspective on the economy, encouraging listeners to be aware of both the positive trends and the potential challenges ahead.
