Recorded on March 17, 2025 and March 19, 2025
Episode 128 of the PetroNerds podcast is an exceptionally timely jam-packed market update on the economy and the health of the US consumer. This a St. Patrick’s Day special and Trisha Curtis, CEO of PetroNerds, gets into the color of Kohl’s earnings call talking about pressure on discretionary spending for lower income consumers, Costco’s earnings call talking about pressure on the higher income consumer, and the major airlines talking about changes in consumer sentiment and shifts in flying.
She talks about the Federal Reserve’s commentary on the US economy, growth, and unemployment. She discusses inflation and the impact of lasting inflation on the consumer, the average hourly work week, and what is happening under the hood in employment. Trisha also discusses President Trump and the Secretary of Treasury’s comments on recession vs. a pullback in the stock market, jobs cuts in DC from the government to contractors, tariffs, oil prices, and geopolitics.
PetroNerds and Trisha Curtis are NOT advising on stocks or investments in any form.
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