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US consumers

also referred to as: u.s. consumer

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 14, 2025 by Louis-Vincent Gave · across every show →

Everything said about US consumers, oldest first

Apr 14, 2025 bearish
Prediction Not checkable as stated
Gave: Companies Geared to US Consumption Will Struggle
“Anybody geared to U.S. Consumption, I think, is going to be struggling.”
Louis-Vincent Gave Apr 14, 2025 ▶ 58:22 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Feb 2, 2026 bullish
Assertion Partly supported
Lewinsohn: US consumers and corporates have been historically under-leveraged
“Part of the reason we've been more bullish on the economy than some others over the last few years is the U.S. Consumer and the corporate have been historically under levered.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 29:26 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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