{"id":34835,"date":"2025-07-01T15:20:41","date_gmt":"2025-07-01T15:20:41","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=34835"},"modified":"2025-07-01T11:22:09","modified_gmt":"2025-07-01T15:22:09","slug":"fedex-says-without-saying-the-sky-is-falling","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/fedex-says-without-saying-the-sky-is-falling\/","title":{"rendered":"FedEx Says Without Saying THE SKY IS FALLING"},"content":{"rendered":"<div class=\"postie-post\">\n<div>\n<div dir=\"ltr\"><\/div>\n<div dir=\"ltr\"><\/div>\n<div dir=\"ltr\">Fashion Week&#8217;s front row sans FedEx Executives<\/p>\n<\/div>\n<div dir=\"ltr\">\n<div style=\"display: block;\" class=\"\">\n<div style=\"-webkit-user-select: all; -webkit-user-drag: element; display: inline-block;\" class=\"apple-rich-link\" draggable=\"true\" role=\"link\" data-url=\"http:\/\/www.youtube.com\/watch?v=QXIaNZi3mHQ\"><a style=\"border-radius:10px;font-family:-apple-system, Helvetica, Arial, sans-serif;display:block;-webkit-user-select:none;width:300px;user-select:none;-webkit-user-modify:read-only;user-modify:read-only;overflow:hidden;text-decoration:none;\" class=\"lp-rich-link\" rel=\"nofollow\" href=\"http:\/\/www.youtube.com\/watch?v=QXIaNZi3mHQ\" dir=\"ltr\" role=\"button\" draggable=\"false\" width=\"300\"><\/p>\n<table style=\"table-layout:fixed;border-collapse:collapse;width:300px;background-color:#7E5D50;font-family:-apple-system, Helvetica, Arial, sans-serif;\" class=\"lp-rich-link-emailBaseTable\" cellpadding=\"0\" cellspacing=\"0\" border=\"0\" width=\"300\">\n<tbody>\n<tr>\n<td vertical-align=\"center\" align=\"center\"><img loading=\"lazy\" decoding=\"async\" style=\"width:300px;filter:brightness(0.97);height:225px;\" width=\"300\" height=\"225\" draggable=\"false\" class=\"lp-rich-link-mediaImage\" alt=\"hq2.jpg\" src=\"blob:applewebdata:\/\/f0e2a3b5-f800-4a56-a979-16c87cd1bf9e\/1f763feb-6c2d-453d-856d-bd9acd7910a7\" data-unique-identifier=\"\"><\/td>\n<\/tr>\n<tr>\n<td vertical-align=\"center\">\n<table bgcolor=\"#7E5D50\" cellpadding=\"0\" cellspacing=\"0\" width=\"300\" style=\"table-layout:fixed;font-family:-apple-system, Helvetica, Arial, sans-serif;background-color:rgba(126, 93, 80, 1);-apple-color-filter:initial;\" class=\"lp-rich-link-captionBar\">\n<tbody>\n<tr>\n<td style=\"padding:8px 0px 8px 0px;\" class=\"lp-rich-link-captionBar-textStackItem\">\n<div style=\"max-width:100%;margin:0px 16px 0px 16px;overflow:hidden;\" class=\"lp-rich-link-captionBar-textStack\">\n<div style=\"word-wrap:break-word;font-weight:500;font-size:12px;overflow:hidden;text-overflow:ellipsis;text-align:left;\" class=\"lp-rich-link-captionBar-textStack-topCaption-leading\"><a rel=\"nofollow\" href=\"http:\/\/www.youtube.com\/watch?v=QXIaNZi3mHQ\" style=\"text-decoration: none\" draggable=\"false\"><font color=\"#FFFFFF\" style=\"color: rgba(255, 255, 255, 1);\">Tory Burch&#8217;s Fall 2014 Line (Video Summary)<\/font><\/a><\/div>\n<div style=\"word-wrap:break-word;font-weight:400;font-size:11px;overflow:hidden;text-overflow:ellipsis;text-align:left;\" class=\"lp-rich-link-captionBar-textStack-bottomCaption-leading\"><a rel=\"nofollow\" href=\"http:\/\/www.youtube.com\/watch?v=QXIaNZi3mHQ\" style=\"text-decoration: none\" draggable=\"false\"><font color=\"#FFFFFF\" style=\"color: rgba(235, 235, 245, 0.6);\">youtube.com<\/font><\/a><\/div>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/a><\/div>\n<\/div>\n<p><\/div>\n<div dir=\"ltr\">\n<div dir=\"ltr\">&#x2705; Jeffrey Snider\u2019s post highlights FedEx\u2019s 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.<\/div>\n<div dir=\"ltr\"><\/div>\n<div dir=\"ltr\">&#x2705; The claim of a \u201cdead\u201d soft landing narrative is backed by evidence of collapsing capital expenditures and rising input costs that companies cannot pass on, challenging the Federal Reserve\u2019s historical soft landing successes (e.g., 1965, 1984), as post-5% inflation peaks (1970, 1974, 1980, 1990, 2008) consistently led to recessions, with 2022\u2019s inflation exceeding 5% followed by two quarters of negative GDP growth.<\/div>\n<div dir=\"ltr\"><\/div>\n<div dir=\"ltr\">&#x2705; Upcoming summer 2025 layoffs at major firms like Microsoft and Google, reported by Fast Company on June 26, 2025, corroborate Snider\u2019s warning of a \u201cwave of layoffs,\u201d with 63,443 tech jobs already cut this year, suggesting a broader economic contraction that mainstream investor optimism may be overlooking.<\/div>\n<\/div>\n<div dir=\"ltr\"><span dir=\"ltr\"><br \/><\/span><\/div>\n<div dir=\"ltr\"><meta http-equiv=\"content-type\" content=\"text\/html; charset=utf-8\"><\/p>\n<div dir=\"ltr\"><img decoding=\"async\" alt=\"image0.png\" src=\"blob:applewebdata:\/\/f0e2a3b5-f800-4a56-a979-16c87cd1bf9e\/90255a3b-ec62-490a-a540-8347261f87e7\" data-unique-identifier=\"\"><\/p>\n<p><a href=\"https:\/\/x.com\/jeffsnider_edu\/status\/1939840984725995560?s=43\"><\/p>\n<table cellpadding=\"0\" cellspacing=\"0\" border=\"0\" style=\"border:1px solid #ccd6dd; border-radius: 12px;\" width=\"500\" bgcolor=\"#ffffff\">\n<tbody>\n<tr>\n<td colspan=\"3\" style=\"font-size: 0px; line-height: 0px;\" height=\"12\">&nbsp;<\/td>\n<\/tr>\n<tr>\n<td width=\"18\" style=\"font-size: 0px; line-height: 0px; min-width: 18px;\">&nbsp;<\/td>\n<td>\n<table cellpadding=\"0\" cellspacing=\"0\" border=\"0\" width=\"464\" align=\"left\">\n<tbody>\n<tr valign=\"top\">\n<td width=\"48\" valign=\"top\"><a href=\"https:\/\/x.com\/jeffsnider_edu?s=43\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/profile_images\/1542859461278277634\/oIQq20sj_normal.jpg\" style=\"border-radius: 50%; padding: 0px;\" height=\"48\" width=\"48\" data-unique-identifier=\"\"><\/a><\/td>\n<td width=\"8\" style=\"font-size: 0px; line-height: 0px; min-width:8px;\"><img decoding=\"async\" src=\"https:\/\/ea.twimg.com\/email\/self_serve\/media\/spacer.png\" width=\"8\" data-unique-identifier=\"\"><\/td>\n<td valign=\"middle\" width=\"388\" style=\"min-width: 388px;\">\n<table cellpadding=\"0\" cellspacing=\"0\" border=\"0\" align=\"left\" width=\"388\">\n<tbody>\n<tr>\n<td align=\"left\" width=\"388\"><b><a href=\"https:\/\/x.com\/jeffsnider_edu?s=43\" style=\"font-family: Helvetica, Arial, san-serif; font-size: 14px; line-height: 18px; color: #292c2f; text-decoration: none;\">Jeffrey P. Snider<\/a><\/b><\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><a href=\"https:\/\/x.com\/jeffsnider_edu?s=43\" style=\"font-family: Helvetica, Arial, san-serif; font-size: 14px; line-height: 18px; text-decoration: none; color: #7e8c98;\">\u2066\u202a@JeffSnider_EDU\u202c\u2069<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<td valign=\"top\" width=\"20\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/ea.twimg.com\/email\/self_serve\/media\/logo_twitter-1497383721365.png\" height=\"20\" width=\"24\" data-unique-identifier=\"\"><\/td>\n<\/tr>\n<tr>\n<td height=\"9\" colspan=\"4\" style=\"font-size: 0px; line-height:0px;\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/ea.twimg.com\/self_serve\/media\/spacer_464x1-1582829598167.png\" width=\"464\" height=\"1\" data-unique-identifier=\"\"><\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\" style=\"font-family: Helvetica, Arial, san-serif;color: #292c2f; font-size: 18px; line-height: 24px; text-decoration: none;\">When FedEx refuses to give guidance for the rest of the year, you should be asking:   <\/p>\n<p>What do they see coming that they\u2019re too afraid to say out loud?<\/p>\n<p>Here\u2019s what we know:<\/p>\n<p>Consumer incomes are falling at a rate we haven\u2019t seen since 2020<\/p>\n<p>Real spending is already negative in<\/td>\n<\/tr>\n<tr>\n<td height=\"3\" colspan=\"4\" style=\"font-size: 0px; line-height:0px;\">&nbsp;<\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\"><a href=\"https:\/\/x.com\/jeffsnider_edu\/status\/1939840984725995560?s=43\" style=\"font-family: Helvetica, Arial, san-serif;color: #667785; font-size: 14px; line-height: 18px; text-decoration:none;\">6\/30\/25, 7:18\u202fPM<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<td width=\"18\" style=\"font-size: 0px; line-height: 0px; min-width: 18px;\">&nbsp;<\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\" style=\"font-size: 0px; line-height: 0px;\" height=\"12\">&nbsp;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/a><\/div>\n<p><br id=\"lineBreakAtBeginningOfSignature\"><\/p>\n<div dir=\"ltr\">\n<div dir=\"ltr\"><span style=\"background-color: rgba(255, 255, 255, 0);\"><span dir=\"ltr\">9:59<\/span>&nbsp;video sums up 14 chapters of a book coming out 11-11-2019 &#8220;What They Will NEVER Teach You at Stanford Business School&#8221;<br \/><span dir=\"ltr\">http:\/\/www.youtube.com\/watch?v=ejeIz4EhoJ0<\/span><\/span><\/p>\n<div id=\"AppleMailSignature\" dir=\"ltr\"><\/p>\n<div><span style=\"background-color: rgba(255, 255, 255, 0);\">What A Super Model Can Teach a Harvard MBA About Credit&nbsp;<\/span><span dir=\"ltr\" style=\"background-color: rgba(255, 255, 255, 0);\"><a href=\"http:\/\/www.slideshare.net\/larrychiang\/what-a-super-model-can-teach-a-harvard-mba-about-credit\">www.slideshare.net\/larrychiang\/what-a-super-model-can-teach-a-harvard-mba-about-credit<\/a><\/span><\/div>\n<div><span style=\"background-color: rgba(255, 255, 255, 0);\"><br \/>American Express hosts me mentoring you about FICO scores at New York Fashion Week<br \/><span dir=\"ltr\"><a href=\"http:\/\/t.co\/inxTmZAj\">t.co\/inxTmZAj<\/a><\/span><\/p>\n<p>My video boils down 20,000 hours and moves you to the right on the entrepreneur bell curve&nbsp;<br \/><span dir=\"ltr\">http:\/\/www.youtube.com\/watch?v=eudADPfTWiE<\/span><\/p>\n<p>CEO of Duck9<br \/>Founding EIR @Stanford<\/p>\n<p>Duck9 = &#8220;Deep Underground Credit Knowledge&#8221; 9<br \/><span dir=\"ltr\"><a href=\"http:\/\/www.duck9.com\/blog\">www.duck9.com\/blog<\/a><\/span><br \/><span dir=\"ltr\">650-566-9600<\/span><br \/><span dir=\"ltr\">650-566-9696<\/span>&nbsp;(direct)<br \/>cell: 650-283-8008<\/p>\n<p>****************<br \/>Editor of the widely syndicated &#8220;What They Don&#8217;t Teach at School&#8221;<br \/><span dir=\"ltr\"><a href=\"http:\/\/whattheydontteachyouatstanfordbusinessschool.com\/blog\">whattheydontteachyouatstanfordbusinessschool.com\/blog<\/a><\/span><\/p>\n<p>CNN Video Channel:&nbsp;<span dir=\"ltr\"><a href=\"http:\/\/ireport.cnn.com\/people\/larrychiang\">ireport.cnn.com\/people\/larrychiang<\/a><\/span><\/p>\n<p>Read my last 10 X posts at&nbsp;<span dir=\"ltr\"><a href=\"http:\/\/www.X.com\/LarryChiang\">www.X.com\/LarryChiang<\/a><\/span><\/p>\n<p>Author of #WTDTYASBS a NY Times Bestseller released 09-09-09 at #NYFW on a runway under the tents<br \/><span dir=\"ltr\"><a href=\"http:\/\/whattheydontteachyouatstanfordbusinessschool.com\/blog\/?s=Ny+times+bestseller\">whattheydontteachyouatstanfordbusinessschool.com\/blog\/?s=Ny+times+bestseller<\/a><\/span><\/p>\n<p><span dir=\"ltr\"><a href=\"http:\/\/www.fastcompany.com\/embed\/c0d4562ea2049\">www.fastcompany.com\/embed\/c0d4562ea2049<\/a><\/span><\/p>\n<p>52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering<br \/><span dir=\"ltr\">http:\/\/www.youtube.com\/watch?v=vDBY0GkI3-g<\/span><\/p>\n<p>Emergency swings and cutting deals as an 9 year old<\/p>\n<p><span dir=\"ltr\">http:\/\/www.youtube.com\/watch?v=OFGY7v9C4G0&amp;<\/span><\/p>\n<p>Hunter Pence shared thoughts before winning WORLD SERIES&#8217; Game #7<br \/><span dir=\"ltr\">http:\/\/www.youtube.com\/watch?v=usu0luYy9pw<\/span><\/span><\/p>\n<div><span style=\"background-color: rgba(255, 255, 255, 0);\"><span dir=\"ltr\"><br \/><\/span><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\t\t<style type=\"text\/css\">\n\t\t\t#gallery-1 {\n\t\t\t\tmargin: auto;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-item {\n\t\t\t\tfloat: left;\n\t\t\t\tmargin-top: 10px;\n\t\t\t\ttext-align: center;\n\t\t\t\twidth: 33%;\n\t\t\t}\n\t\t\t#gallery-1 img {\n\t\t\t\tborder: 2px solid #cfcfcf;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-caption {\n\t\t\t\tmargin-left: 0;\n\t\t\t}\n\t\t\t\/* see gallery_shortcode() in wp-includes\/media.php *\/\n\t\t<\/style>\n\t\t<div id='gallery-1' class='gallery galleryid-34835 gallery-columns-3 gallery-size-thumbnail'><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon portrait'>\n\t\t\t\t<a href='https:\/\/www.duck9.com\/blog\/fedex-says-without-saying-the-sky-is-falling\/image0-145\/'><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.duck9.com\/wp-content\/uploads\/2025\/07\/image0-150x150.png\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/><\/a>\n\t\t\t<\/dt><\/dl><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/www.duck9.com\/blog\/fedex-says-without-saying-the-sky-is-falling\/hq2-2\/'><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.duck9.com\/wp-content\/uploads\/2025\/07\/hq2-150x150.jpg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/><\/a>\n\t\t\t<\/dt><\/dl>\n\t\t\t<br style='clear: both' \/>\n\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Fashion Week&#8217;s front row sans FedEx Executives Tory Burch&#8217;s Fall 2014 Line (Video Summary) youtube.com &#x2705; Jeffrey Snider\u2019s post highlights FedEx\u2019s 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34836,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-34835","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=34835"}],"version-history":[{"count":0,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34835\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/34836"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=34835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=34835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=34835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}