FedEx Says Without Saying THE SKY IS FALLING

Fashion Week’s front row sans FedEx Executives

Tory Burch’s Fall 2014 Line (Video Summary)

✅ Jeffrey Snider’s post highlights FedEx’s refusal to provide 2025 guidance, suggesting insider concerns about a looming economic downturn, supported by data showing consumer incomes dropping at rates last seen in 2020 and real spending turning negative in three of the last five months, aligning with a 2020 RBI survey in India that linked falling incomes to plummeting consumer confidence during economic crises.

✅ The claim of a “dead” soft landing narrative is backed by evidence of collapsing capital expenditures and rising input costs that companies cannot pass on, challenging the Federal Reserve’s historical soft landing successes (e.g., 1965, 1984), as post-5% inflation peaks (1970, 1974, 1980, 1990, 2008) consistently led to recessions, with 2022’s inflation exceeding 5% followed by two quarters of negative GDP growth.

✅ Upcoming summer 2025 layoffs at major firms like Microsoft and Google, reported by Fast Company on June 26, 2025, corroborate Snider’s warning of a “wave of layoffs,” with 63,443 tech jobs already cut this year, suggesting a broader economic contraction that mainstream investor optimism may be overlooking.

Jeffrey P. Snider

⁦‪@JeffSnider_EDU‬⁩

When FedEx refuses to give guidance for the rest of the year, you should be asking:

What do they see coming that they’re too afraid to say out loud?

Here’s what we know:

Consumer incomes are falling at a rate we haven’t seen since 2020

Real spending is already negative in

6/30/25, 7:18 PM

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FedEx Says Without Saying THE SKY IS FALLING

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