Feb 21

$U $NU $CRSP

Mukund Mohan
February 21, 2025

Market

“Consumer sentiment is lower in February by 0.5%, Walmart expects more “uncertainty in spending given tariffs and the healthcare system is under probe. Makes for a lower day in the market” 😢 🥹

The markets overall took a beating with most stocks heading lower

The combination of Walmart’s poor forecast and United Health probe made the likelihood of a recession / consumer deflation with high inflation (what is called as stagflation) a real possibility. Next week’s earnings from $NVDA will be more telling.

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