Stephanie Roth

speaker
165 appearances 10 recordings 2 series first heard Dec 2025 last heard 9 Jul

Stephanie Roth’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Apr 2026 with 5.

Appearances

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At this moment, I think markets are trading it the right way, that this is probably not gonna result in many more months worth of fighting.
It might be a short period of time where this creates some pressure, and then eventually they'll probably come to some sort of agreement.
Neither side really wants to go back to full-blown fighting.
So our expectation is it doesn't result in
Oil prices rising to $100 and staying there for a while.
Our expectation is it won't end up materializing into anything that's much more long lasting.
But of course, the risks are to the upside.
So far, it seems like in an environment where, if you looked at the ISM most recently, the commentary was, we're concerned about the Iran shock, yet business activity is okay.
And that seems to be the nature of the economy right now, is there are concerns about it, and it's a problem to some extent, but spending seems to be steady.
The credit card data are all pretty good.
Commentary from airline CEOs is quite positive.
So it doesn't seem like it's really hurting the consumer yet.
So far, it seems like an environment where, if you looked at the ISM most recently, the commentary was, we're concerned about the Iran shock, yet business activity is okay.
And that seems to be the nature of the economy right now, is there are concerns about it, and it's a problem to some extent, but spending seems to be steady.
The credit card data are all pretty good.
Commentary from airline CEOs is quite positive.
So it doesn't seem like it's really hurting the consumer yet.
So far, it seems like an environment where, if you looked at the ISM most recently, the commentary was, we're concerned about the Iran shock, yet business activity is okay.
And that seems to be the nature of the economy right now, is there are concerns about it, and it's a problem to some extent, but spending seems to be steady.
The credit card data are all pretty good.
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