Adverse Aggregate Demand Shock(s)

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Adverse Aggregate Demand Shock(s)

Tariffs reduce employment, the pandemic distorted the delayed employment report, the BLS and Fed might steal the Santa rally, reducing risk

Barry C. Knapp

Nov 24, 2025

∙ Paid

This video summarizes our November 22 note, Adverse Aggregate Demand Shock(s)

Figure 5: Walmart has an exceptionally sophisticated pricing process, we suggested after last quarter’s results if they could have raised prices they would have. They still can’t. Of course, management positions the lack of pricing power as taking care of their customers, but i…

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