Sierra’s CIO, James St. Aubin on Barron’s: Lessons Learned From Retail Earnings Season (Article 3/8/2023)
St. Aubin touches on some of the 4 Things Learned From Retail Earnings Season
“The consumer just hasn’t puckered up,” said James St. Aubin, chief investment officer at Sierra Investment Management. Consumers’ resilience has confounded economists and retailers alike, and has been attributed to a host of factors, from the lingering effects of the pandemic-era stimulus checks to the strength of the labor market.
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