RBCWM'S Carrier: U.S. Retail Sales to Fall Again

The transcript discusses the impact of tax hikes on funding Biden's economic agenda, investment strategies during mid-cycle market conditions, inflation and supply chain issues, and the effects of rising gas prices on disposable income and consumer behavior. It highlights the need for a balanced investment approach, the persistence of inflation due to supply chain problems, and the potential impact of energy prices on consumer spending.

What are the long-term expectations for inflation as discussed in the text?

How might rising energy prices affect consumer behavior according to the text?

What historical context is provided regarding consumer savings after the Second World War?