Consumer Back in Focus with Today’s Retail Sales Report
The “consumer resiliency” theme will once again be tested
Highlights
The “consumer resiliency” theme will once again be tested by today’s retail sales report
Part of the story in the bond bear markets is constraints on banks’ ability to provide liquidity
Bond markets like the direction of travel in U.K. wages
Shelter has been responsible for 70% of U.S. core inflation this year — and it is set to fall
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