Skelly: Further Pain on Retail Front

The transcript discusses the shift from nominal to real terms in economic thinking, corporate confidence, and potential recession risks. It highlights challenges in the retail and industrial sectors, the bear cycle's phases, and the tech sector's resilience. The discussion also covers economic slowdown, credit issues, and well-positioned sectors like energy and travel.

In what ways is the retail sector described as facing challenges?

What is the outlook for the technology sector in terms of earnings resilience?