1. Totally agree with the optimism around Q1 earnings growth. But between the lines, the 5% jump in consumer spending might not hold if inflation stays above 8%. Retailers I work with are already seeing tightening purse strings despite the headlines.

https://www.mapleprimes.com/users/meinwyqiqy

1. Totally agree with the optimism around Q1 earnings growth. But between the lines, the 5% jump in consumer spending might not hold if inflation stays above 8%. Retailers I work with are already seeing tightening purse strings despite the headlines. 2