State of the Consumer – Inflation All I Never Wanted: BI Replay

Consumers are entering the second half of the year facing the sharpest inflation pressures in decades, as rising food and energy costs collide with geopolitical uncertainty, tightening financial conditions and shifting Federal Reserve leadership. With discretionary spending patterns evolving rapidly, credit investors and issuers alike are watching closely for signs of resilience — or retrenchment — across consumer sectors. Join Goldman Sachs' Lindsay Rosner, Head of Multi-Sector Fixed Income Investing along with Bloomberg Intelligence credit analysts, Mike Campellone, and Jody Lurie for a timely discussion on how inflation, interest rates and macro volatility are reshaping consumer behavior into year-end.