Monthly Retail Sales Sharply Higher In November, But Flagging YoY Real Sales Spell Further Trouble

TalkMarkets - Wed, 01/14/2026 - 10:30
Real retail sales, one of my favorite broad-economy indicators, was updated through November this morning, making only one month stale. This, along with real personal spending, is one of the two most important indicators which have been missing======

Noflation

TalkMarkets - Wed, 01/14/2026 - 10:15
We just got our latest economic data, and it is very bull-friendly: ice-cold PPI data and better-than-expected retail data. In spite of this, equity futures are down about half a percent or so...

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