William Blair equity research analyst Jed Dorsheimer was a featured guest on CNBC’s “Squawk Box” to discuss the implications of the auto manufacturer’s Q3 2025 unit delivery numbers.
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Jed Dorsheimer Joins CNBC’s “Squawk Box” to Discuss Tesla Q3 Unit Delivery Numbers
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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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