EPISODE · Sep 10, 2026 · 10 MIN
Top of the Morning: State of the US Consumer & Back to School trends
Sunny Mehra, Consumer Strategist Americas with the UBS Chief Investment Office, drops by to provide a health check on the US consumer, including a look a recent spending trends and overall sentiment. Sunny reflects on the 2026 back to school shopping season, and previews how retailers are preparing for the upcoming holidays. Plus, a look at positioning preferences across the US Consumer Discretionary and Staples sectors. Host: Daniel Cassidy
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Top of the Morning: State of the US Consumer & Back to School trends
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