December 23, 2025

Economic Data Catch-Up

20 minutes

Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with warning labels.

What CPI, retail sales, and job reports say (or don’t say) about consumer strength

How investors should think about investing with imperfect data

What reports are still coming, where revisions might hit, and what we’re watching heading into the new year

Companies discussed: CTRE, WMT, COST

Host: Emily Flippen, Jeff Santoro, Jason Hall
Producer: Anand Chokkavelu
Engineer: Bart Shannon

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