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 monthsRecordings per month over the last 12 months — 10 in all, peaking in Apr 2026 with 5.
Appearances
Well, certainly you'll see that better consumer for the first part of the year.
It will fade into the election period of time, in which case then the focus is going to continue to be on affordability.
So that's the opposite of stimulus from a sentiment perspective.
And this is going to be the biggest challenge for the administration they're going to be dealing with all year, and they're going to have a lot of trouble.
They've been throwing a lot of different things at the wall to see what will stick.
And there is not that much they can do to change.
There is not that much can be done.
The one positive is not about anything the administration can do.
It is just a cyclical pickup in the economy that will help at the margin for a lot of the bottom end of the K who has been left out.
They've been left out for a whole lot of reasons.
Yeah, you're gonna be sitting
five percent, a little bit higher.
Yeah, I mean, and the wealth effect has been really important for the past couple years, partially just because it has broadened out beyond just the very wealthy.
This is a consumer where younger people are involved in equities, more people, even though they don't have the lion's share of the equities, they are still more invested than many years past.
So it's helping a big part of America, of course, not that bottom of the K, which just continues.
Yeah, Conference Board was weaker.
Umich was stronger.
I think the net of the two is a consumer that feels bad about the price level in the economy, which is something that cannot be changed easily by any means.
But they're largely employed, and they don't like the policy uncertainty.
So they continue to spend because most of them are employed and continue to make decent wage gains.
Showing 61–80 of 165 · page 4 of 9
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