Season Finale: Ira Kalish, Deloitte's Chief Global Economist Looks Ahead to 2024

This podcast episode explores the challenges faced by European-based luxury e-commerce companies, including the recent decline in Farfetch's valuation and the competitive landscape in the luxury sector. It analyzes the economic outlook for 2024, discussing the possibility of a recession in Europe and a soft landing in the US. The episode also examines the rise of India and Mexico as alternative sourcing destinations and the potential impact of remote work on commercial real estate and housing markets. Disinflation and the ongoing strength of the services sector are highlighted as key economic considerations, while the episode concludes with a discussion on the distinction between inflation, deflation, and disinflation in the retail industry.