Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Frugality Undercurrents in Nordstrom’s Better-Than-Expected Results
Copy link
Facebook
Email
Notes
More

Frugality Undercurrents in Nordstrom’s Better-Than-Expected Results

Consumers continue to seek discounts and “trade down”

David Rosenberg's avatar
David Rosenberg
Aug 28, 2024
∙ Paid
1

Share this post

Early Morning with Dave
Early Morning with Dave
Frugality Undercurrents in Nordstrom’s Better-Than-Expected Results
Copy link
Facebook
Email
Notes
More
Share

Highlights

• Consumers continue to seek discounts and “trade down”

• Markets are in a holding pattern before Nvidia's earnings

• New York and Chicago both signal that the Fed is behind the curve

• Slack is building in the economy rather dramatically

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More