Kelly and Patrick kick off Season 2 with a discussion about the current state of the US economy and recent events that took place during the mid-summer break. How could back-to-school spending affect the outdoor market? What could continued increased interest rates mean for our customers? Should we be more concerned about perceptions of the economy, or observed economic conditions?

Use the following links to access the University of Michigan’s Surveys of Consumers, back-to-school surveys from Deloitte and the National Retail Federation, OIA’s Summer State-of-the-Market Report, and PFB’s 2023 Q3 Global Risk & Opportunity Report