Magic Markets #218: Consumer Conundrum
Magic Markets2025-04-02T11:53:26+02:00The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing? And does it make a difference to look at discretionary vs. defensive stocks?
