The Headline Sounds Good… But Don’t Be Fooled I’ve been around markets long enough to tell you—numbers don’t lie, but they don’t always tell the full story either. On the surface, a 1.7% jump in U.S. retail sales looks like strength. Economists expected less, and consumers are still spending. That’s what the headlines want you to focus on. But here’s the reality I see: People aren’t spending because they feel rich—they’re spending because everything costs more, and they’re trying to keep up. It’s like watching someone drive a car faster and faster… not because the engine’s healthy, but because the brakes are starting to fail. Why This Could Delay Rate Cuts—and Why That Matters Now here’s where things get serious.…
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