Early Morning with Dave

Early Morning with Dave

Downside Risks to Retail Sales and CPI

Real-world assessments show downside risks to CPI and retail sales

David Rosenberg's avatar
David Rosenberg
May 15, 2024
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Highlights

  • Real-world assessments show downside risks to CPI and retail sales

  • Insurance and health care costs were bright spots in the PPI data

  • Take profits in U.S. equities and move to Europe and Asia

  • Consumers are cutting down on big-ticket purchases

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