On a Black Friday edition of the Macrocast, Tony, John, and Brendan talk with special guest Matt Dell Orfano about Black Friday and Cyber Monday’s impact on the economy, what retailers are doing to navigate tariffs and a changing shopping landscape, and what the shortened shopping season might mean for sales. Plus, the team gives thanks for the Macrocast, and John gives thanks for Skechers.

Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.