Tale of Two Retailers 🛍
Mixed retail data shows consumer confidence cooling
Mixed retail data shows consumer confidence cooling
Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.
Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?
Halftime 2022-we’re down -21% YTD with a recession looming. Where do we go from here?
With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.