McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5 value menu in the middle of 2024. The timing wasn’t an accident back then. That previous time, it was confirmation the labor market had indeed shifted to flat Beveridge - even if it took almost those two years for the payroll data to finally and fully pick up on it. But in company after company, we’re seeing major changes, not just McDs. Pepsi. Dollar Tree. 

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Diesel tops $5 a gallon for the first time since 2022. Here's what it means for the economy.
https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/

Dollar Tree Winning Wealthier Shoppers With Higher-Priced Items
https://www.bloomberg.com/news/articles/2026-03-16/dollar-tree-falls-after-annual-outlook-disappoints-investors

McDonald’s newest $3 value menu is sounding an alarm about America’s K-shaped economy
https://www.msn.com/en-us/money/companies/mcdonald-s-newest-3-value-menu-is-sounding-an-alarm-about-america-s-k-shaped-economy/ar-AA1YQVnZ

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU