Walter Todd

speaker

198 appearances 2 recordings 1 series first heard Jun 2026 last heard 30 Jul

Walter Todd’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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Business Daily · Taking Stock: Is your job safe from AI? · 18 Jun 2026 podcast

Yeah, you can't bet against the American consumer.

We had retail sales very much in contrast to the China number that were above expectations.

But to your point, all of these surveys, people say they're incredibly unhappy, they're incredibly depressed.

And I guess maybe that's why they go shop more.

I don't know, to kind of ease the concern.

But definitely still spending here, dipping into savings to do that at the moment.

But they're still going.

Real sorry to interrupt.

I was just going to ask Rebecca, what's the conversation over there about how do you how you change that cycle?

Because, you know, as Japan showed over a 30 year period, once you go down that deflationary cycle, it's tough to halt.

What's the conversation over there about that?

Yes, a great question.

Certainly a lot of headlines about the predecessor to Walsh and Powell and Trump.

But Trump made some comments yesterday about Walsh's, you know, press conference and decisions saying, you know, it's

He didn't think they should raise rates, but it's his choice.

So, so far, he's kind of given him some rope to do what he thinks he needs to do.

But ultimately, I see that conflict coming down the road because Warsh at his core, if you look at his history at the Fed, because he was on there before, is a hawk.

And I think that came through very evidently yesterday in his commentary and answer to questions.

So I think there's a collision course in the future potentially for them, but for now,

You know, that's Trump's guy.

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