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.cool-bookmarks.win/battery-industry-consolidation-predictions-2025-2026-real-talk-on-ev-battery-mergers-and-manufacturing-shakeups

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