EP53 - From GDP insights to policy potluck
06 Mar 2025
Our hosts, Omar Eltorai and Cole Perry, deliver a packed agenda this week with a discussion on recently released economic data, including PCE, GDP, consumer confidence, and housing statistics. They also share a brief update on the state of the markets, focusing on movements in equities and fixed income, as well as the latest earnings reports from retailers. Finally, the team serves up a "policy potluck," where we cover a variety of topics from Washington, and provide updates on aggregate banking information.
Resources Mentioned:
Key moments
0:51 - Economic data highlights
05:50 - Market updates and retailer earnings
08:45 - Housing market insights
12:08 - Treasury yields and market movements
16:58 - Retailer earnings deep dive
21:55 - Policy potluck: Banking and government updates
39:23 - Upcoming data releases and announcements
Your hosts
Omar Eltorai
Senior Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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