In my conversations with you, right now we’re talking a lot about economic projections. I track earnings reports of individual companies and sectors. I follow various leading indicators. And I ask you about your businesses. Across all those inputs, I am hearing very mixed results and expectations. Still. They tend to be sector-specific and tied to supply chain challenges and interest rate moves. The economy’s fundamentals are still strong, so I wonder – as I’m hearing about companies “preparing,” making leadership decisions in anticipation of stagflation or worse, I wonder if such decisions might not actually be TAKING us there to some degree. I’ve been asking you and here’s what you’re telling me:
Leading indicators I watch:
On a lighter and more seasonal note, St. Paul Winter Carnival has released its 2023 buttons! Designer this year, for the first time in the carnival’s 137-year history, is a person of color, Nigerian-born local muralist Geno Okok, known for the joyful energy in his art.
See you in the trenches.
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