In our newsletter this week:
- Companies preparing for a downturn
- Consumers trading down
- Credit markets are trying to find a new equilibrium
- TV streaming hits a tipping point
$MONC $MA $RDFN $BBY $ARCC $INTC $LAZ $GM $BAC $CSGP $META $SHEL $MCD $LOGI $AMZN $ROKU $V $GOOG $MON $UL $TRTN $MC $TV $MMM $SPOT $TMO $ACI $OTIS $XOM $GOOGL $F $YUMC $MSFT $WH $PG $META $WMT $TSLA $SHOP
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