Brew Markets

The Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal


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Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “Save Snap Now,” and Novo Nordisk rolls out a Wegovy subscription plan.


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Stocks mentioned:

$WMT $SPGLGUN

$MKC $UL

$LLY $NVO $SNAP

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Brew MarketsBy Morning Brew