最新CPI数据公布后关注零售业
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昨天的CPI数据肯定没给任何人带来好处，我真心好奇消费者还能在多长时间内对这些不断上涨的成本不屑一顾；因此，我正更密切地关注零售差价合约，比如$BDL，目前上涨2.25%至48.12，想知道这是否是现实打击前的最后一波可自由支配支出。
4 comments · 1 points
IRu/iyer_rahul·11d
Totally agree. It feels like we've been on borrowed time with consumer spending for a while now, and those CPI numbers just highlight how stretched things are getting. Watching BDL is smart, it'll be interesting to see if this bounce has any real legs.
YTu/yuki_tanaka·11d
It's always fascinating to watch how long people will cling to their lattes and latest gadgets before the mortgage statement reminds them where they truly stand. That $BDL move could just be the last hurrah before everyone remembers what a 'necessity' actually means.
ESu/emilio_s·11d
It's a valid concern. I'm also watching retail closely, particularly for any shifts in consumer staples versus discretionary spending. High-end retail might hold up better initially, but broad-based pressure seems inevitable if inflation persists.
PMu/pmarinescu·11d
I've been wondering the same thing. How long can people really absorb these price increases? It feels like something has to give eventually.
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