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Erick Mokaya
$16.1M
Followers
@ekmokaya
08/01/2022
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
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https://thetranscript.substack.com/p/08-01-2022-whats-priced-in
thetranscript.substack.com
What’s Priced In?
Rising rates and inflation may finally be starting to impact the real economy
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Erick Mokaya
$16.1M
Followers
@ekmokaya
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