Declining Retail Sales and Economic Realities

Amazon warned the start of 2025 was rough, and boy was it. Government data on consumer spending as well goods production came in exactly that way. And while extreme winter weather played a role in each one, it was clearly the opposite of what everyone says. 

Eurodollar University's Money & Macro Analysis

NYT Amazon Says Profits Rose 88% but Cautions Growth May Slow
https://www.nytimes.com/2025/02/06/technology/amazon-earnings-profits.html

CNN US retail spending plunged last month, falling for the first time since August
https://www.cnn.com/2025/02/14/economy/us-retail-spending-january/index.html

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