K-shaped economy

General Mills has gained after earnings twice since 2024 — Stock Movers

4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…

3 hrs ago • The Scuttlebutt

David Tinsley: the K-shaped economy has closed, at 5.7% growth for both groups

6 numbers: the two reasons lower-income pay is accelerating, why most of the consumer is immune to a rate hike, and what Bank of America's economists…

Sep 15 • The Scuttlebutt

Emily Cohn: Macy's beat and raised, and the stock fell about 3% anyway

3 insights: Why Bloomingdale's just posted its strongest Q2 revenue ever, what GLP-1 drugs are doing to apparel demand, and the one Macy's department…

Sep 12 • The Scuttlebutt

Sharon Terlep: at a $50K average, a new car is becoming a luxury purchase

10 takeaways: why automakers make more money selling fewer cars, how heated seats became a subscription, and the $25K bare-bones EV truck taking…

Sep 12 • The Scuttlebutt

Brian Moynihan: the Fed's delinquency data still counts charge-offs from 2 years ago

9 takeaways: Why he says bank charge-off rates are as low as they have been in years, what August card spending shows, and why AI has not cut the 2K…

Sep 11 • The Scuttlebutt

Peter Atwater: AI isn't widening the K-shaped economy, it's defining it

9 arguments: Why the bottom of the K is now bipartisan, what the data center backlash is really about, and where young savers are putting money instead…

Sep 11 • The Scuttlebutt

Charlie Scharf: now is the time to get deals done in this administration

11 takeaways: Why he says the crypto bill as written is unsafe for small banks, what he finds refreshing about the new Fed chairman, and the K-shaped…

Sep 11 • The Scuttlebutt

Avalon Pernell: the first new hair-loss drugs since the 1990s could reach shelves next year | Bloomberg This Weekend

Cosmo's lotion, Veradermics' pill and an Absci shot every six months, the minoxidil side effects that come with them, and why the spending holds up in a…

Aug 31 • The Scuttlebutt

Ben Rabidoux and Ron Butler: every Ontario auto supplier gone by 2029, Toronto listings down 20%, and why Washington could target Canada's…

Consumer confidence turning just as the tariffs landed, a housing bottom Rabidoux calls a process not an event, Butler's guaranteed Bank of Canada call…

Aug 30 • The Scuttlebutt

Steve Eisman: why US growth now rests on two loss-making AI companies, why he's still long Nvidia and not short, and why he calls a Treasury…

The Big Short investor on what the end of token maxing does to second-half revenue, why 40 years of deficit doom was wrong, and why embedded gains stop…

Aug 29 • The Scuttlebutt

Chris Galipeau: why six straight quarters of bank earnings say the consumer is fine, why Goldman told him AI is not costing jobs, and why…

What he thinks Kevin Warsh's five task forces could fix at the Fed, why he learned not to listen to economists, and why the market shrugged off the…

Aug 29 • The Scuttlebutt

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