Maddie Maes ivkB

US data - Retail Shock 📉 bundle leaned decisively soft: • Retail Sales (MoM): 0.0% vs 0.4% exp ❌ • Retail Sales ex-Autos: 0.0% vs 0.3% exp ❌ • Control Group: -0.1% vs +0.2% prev ❌ • Retail Sales YoY: 2.4% (down from 3.3%) Meanwhile, inflation signals were mixed: • Export Prices MoM: +0.3% (beat) • Import Prices MoM: +0.1% (miss) • Employment Cost Index: 0.7% (below 0.8% exp) Takeaway: US consumer momentum is stalling, while price pressures refuse to fully roll over. That combo = growth scare > inflation scare. Rates ↓ bias, USD shaky, equities depend on “bad news = good news” logic. #USRetailSalesMissForecast #USTechFundFlows