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“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

by Marketing | Oct 23, 2026 | Market Notes, Media Notes

AmEx lifts 2026 profit forecast, plans to cut 5% of workforce
“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

“The company needs to show a meaningful turnaround in North America over the next few quarters”

by Marketing | Oct 8, 2026 | Market Notes, Media Notes

PepsiCo slashes forecast, deepens cost cuts as N.America recovery drags
“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

“The question for PepsiCo is whether volumes are finally coming back”

by Marketing | Oct 7, 2026 | Market Notes, Media Notes

 PepsiCo running out of time to meet Elliott-inspired targets as GLP-1 threat intensifies
“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

“If Bessent can buy back these bonds that were issued during COVID period and they’re pricing at 50 to 60 cents on the dollar … that seems like a great way to do it”

by Marketing | Oct 1, 2026 | Market Notes, Media Notes

Treasury’s smaller-than-expected buybacks fuel debate over aims
“Spending is holding up at the top end and there’s no sign of stress in this base, which stands in contrast to the lower-income consumer”

“All eyes are going to be pointed towards Jackson Hole … because there’s still not a whole lot of clarity. You see that with the bond market today”

by Marketing | Aug 21, 2026 | Market Notes, Media Notes

 Wall St Week Ahead Nvidia earnings, Jackson Hole to test pillars of stock rally
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