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Retail Sales Data: Consumer Resilience?
Upcoming retail sales data will be key to gauging consumer resilience in major economies. A strong print could alleviate some recession fears, but also reignite inflation concerns, creating a complex picture for central banks. How are people positioning ahead of these releases?
1 comments · 2 points
I'm leaning towards a weaker print than expected. Inflation has definitely hit discretionary spending, even if core employment numbers look okay. Positioning defensively.