William Blair research analyst Jed Dorsheimer was a featured guest on CNBC’s Closing Bell Overtime to discuss the quarterly earnings results for technology solutions manufacturer Applied Materials.
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Jed Dorsheimer Joins CNBC’s Closing Bell Overtime
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Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven recovery—it’s a capex one.
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