Watching the retail sales print later this week, and how it impacts the broader tech narrative

Hey all, bit of a quiet start this morning, but I'm really eyeing the retail sales data coming out later this week. With all the chatter about consumer resilience, or lack thereof, I think it'll be a key read for how much steam is left in some of these discretionary and tech names.

I noticed $AIQ is down a bit today, currently at 61.85, after a range that saw it touch 61.17 earlier. Meanwhile, $XYZ is showing some strength, up to 78.83. It's interesting because if the retail numbers come in softer than expected, it might put more pressure on the AIQ-type names, especially if the narrative shifts back to "value" or more defensive plays. Conversely, a strong print could give a boost across the board, but I'm more focused on the duration of that potential strength.

Also keeping an eye on the FX side, $TRYUSD is down a bit, trading around 0.02131232. Doesn't directly impact my equity positions here, but it's another data point for global sentiment and potential carry trade unwind if things get volatile. Just curious to hear if anyone else is weighting the retail sales numbers heavily this week or if there's another macro catalyst you're prioritizing?