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12min chapter
US Retail Sales, TSMC Earnings
Bloomberg Intelligence
Retail Resilience and Tech Triumphs
This chapter analyzes the latest retail sales data, revealing consumer strength amid inflation concerns, with a focus on sectors like food and clothing. It also highlights the positive outlook for the upcoming holiday season and discusses inventory and promotional strategies retailers might adopt. Additionally, the chapter covers the impressive performance of Taiwan Semiconductor Manufacturing Company (TSMC) in the tech sector, particularly its impact on AI chip demand and the broader semiconductor market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode