Former Bridgewater CIO Rebecca Patterson: Biggest earnings takeaway is that consumer is holding up

Um so basically earnings have come in okay. They've beat kind of subdued expectations. The growth rate is moderate relative to history.Um what's your key takeaway so far and especially as we go into this very busy week. I mean so far to me one of the biggest takeaways from a macro perspective is that the US consumer at least to date is holding in pretty well. And I think that came across most strongly with the bank earnings.So to me that was important because we know the consumer is about 69% of the economy ...